Johnson Financial Group Inc (Wisconsin)’s Vanguard Total World Stock ETF VT Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-262	Closed	-$24.4K	–	990
2023 Q3	$24.4K	Hold	262	–	–	﹤0.01%	464
2023 Q2	$25.4K	Buy	+262	New	+$24.6K	﹤0.01%	468
2022 Q1	–	Sell	-28	Closed	-$3K	–	826
2021 Q4	$3K	Sell	28 -28	-50%	-$2.98K	﹤0.01%	674
2021 Q3	$6K	Sell	56 -100	-64%	-$10.5K	﹤0.01%	571
2021 Q2	$16K	Buy	156 +56	+56%	+$5.71K	﹤0.01%	531
2021 Q1	$10K	Buy	+100	New	+$9.62K	﹤0.01%	551

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s VT Position: Q4 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Vanguard Total World Stock ETF (VT) in Q4 2023, closing a stake of 262 shares — an estimated $24.4K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in VT in Q1 2021 and held it in 6 quarters. The position peaked at $25.4K in Q2 2023. 870 funds tracked by Wall St. Rank hold VT as of Q4 2023.

Johnson Financial Group Inc (Wisconsin) reported no remaining Vanguard Total World Stock ETF position as of Q4 2023 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 262 Vanguard Total World Stock ETF shares in Q4 2023, an estimated $24.4K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Vanguard Total World Stock ETF in Q1 2021 and held it in 6 quarters.
Johnson Financial Group Inc (Wisconsin)'s Vanguard Total World Stock ETF position peaked at $25.4K in Q2 2023.
870 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2023, filed 9 Feb 2024.