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KHP Capital’s Vanguard Total World Stock ETF VT Stock Holding History

KHP Capital’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
2018
Q3 		$455K Sell
5,997
-502
-8% -$37.8K 0.28% 44
2018
Q2 		$477K Buy
6,499
+222
+4% +$16.6K 0.31% 39
2018
Q1 		$462K Buy
6,277
+699
+13% +$53K 0.32% 36
2017
Q4 		$414K Buy
+5,578
New +$405K 0.3% 42

Other funds holding VT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UOT
University of Tennessee Knoxville, Tennessee $38.1M AUM 12.23% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

KHP Capital's VT Position: Q3 2018 in Review

KHP Capital reduced its Vanguard Total World Stock ETF (VT) stake by 7.7% in Q3 2018, selling an estimated $37.8K and leaving 5,997 shares worth $455K. The position accounts for 0.28% of the portfolio, ranked #44.

KHP Capital first reported a position in VT in Q4 2017 and has held it in 4 quarters since. The position peaked at $477K in Q2 2018. 378 funds tracked by Wall St. Rank hold VT as of Q3 2018.

  • KHP Capital held 5,997 shares of Vanguard Total World Stock ETF worth $455K as of Q3 2018.
  • KHP Capital sold 502 Vanguard Total World Stock ETF shares in Q3 2018, an estimated $37.8K.
  • Vanguard Total World Stock ETF made up 0.28% of KHP Capital's portfolio in Q3 2018, its #44 holding.
  • KHP Capital first reported a position in Vanguard Total World Stock ETF in Q4 2017 and has held it in 4 quarters since.
  • KHP Capital's Vanguard Total World Stock ETF position peaked at $477K in Q2 2018.
  • 378 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.