Kemper’s Vanguard Total World Stock ETF VT Stock Holding History

Kemper’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
2022 Q4	–	Sell	-740,382	Closed	-$58.4M	–	3
2022 Q3	$58.4M	Hold	740,382	–	–	89.01%	1
2022 Q2	$63.2M	Sell	740,382 -365,868	-33%	-$33.8M	89.39%	1
2022 Q1	$112M	Sell	1,106,250 -1,005,402	-48%	-$102M	57.17%	1
2021 Q4	$227M	Hold	2,111,652	–	–	48.3%	1
2021 Q3	$215M	Hold	2,111,652	–	–	35.8%	1
2021 Q2	$219M	Hold	2,111,652	–	–	36.78%	1
2021 Q1	$205M	Hold	2,111,652	–	–	37.48%	1
2020 Q4	$195M	Hold	2,111,652	–	–	37.19%	1
2020 Q3	$170M	Hold	2,111,652	–	–	36.93%	1
2020 Q2	$158M	Hold	2,111,652	–	–	33.53%	1
2020 Q1	$146M	Buy	2,111,652 +1,436,375	+213%	+$108M	33.26%	1
2019 Q4	$54.7M	Hold	675,277	–	–	8.88%	3
2019 Q3	$50.5M	Sell	675,277 -76,000	-10%	-$5.68M	7.37%	6
2019 Q2	$56.5M	Sell	751,277 -308,295	-29%	-$22.8M	8.31%	5
2019 Q1	$77.5M	Sell	1,059,572 -126,763	-11%	-$9M	11.72%	2
2018 Q4	$77.7M	Sell	1,186,335 -4,097	-0.3%	-$287K	17.99%	1
2018 Q3	$90.3M	Buy	+1,190,432	New	+$89.6M	16.36%	1

Other funds holding VT

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bank of America

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

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

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

Northwestern Mutual Wealth Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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