Lehman Financial Resources’s Vanguard Total World Stock ETF VT Stock Holding History

Lehman Financial Resources’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	$5.56M	Hold	73,300	–	–	2.61%	10
2018 Q2	$5.38M	Buy	73,300 +6,000	+9%	+$447K	2.71%	9
2018 Q1	$4.96M	Hold	67,300	–	–	2.54%	10
2017 Q4	$5M	Buy	67,300 +6,300	+10%	+$458K	2.6%	9
2017 Q3	$4.31M	Hold	61,000	–	–	2.19%	12
2017 Q2	$4.11M	Hold	61,000	–	–	2.31%	13
2017 Q1	$3.98M	Hold	61,000	–	–	2.2%	15
2016 Q4	$3.72M	Hold	61,000	–	–	2.12%	19
2016 Q3	$3.71M	Hold	61,000	–	–	2.15%	17
2016 Q2	$3.54M	Hold	61,000	–	–	1.78%	18
2016 Q1	$3.52M	Hold	61,000	–	–	1.88%	17
2015 Q4	$3.51M	Buy	+61,000	New	+$3.58M	1.89%	15

Other funds holding VT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Lehman Financial Resources's VT Position: Q3 2018 in Review

Lehman Financial Resources held its Vanguard Total World Stock ETF (VT) position steady in Q3 2018 at 73,300 shares worth $5.56M. The position accounts for 2.61% of the portfolio, ranked #10.

Lehman Financial Resources first reported a position in VT in Q4 2015 and has held it in 12 quarters since. 378 funds tracked by Wall St. Rank hold VT as of Q3 2018.

Lehman Financial Resources held 73,300 shares of Vanguard Total World Stock ETF worth $5.56M as of Q3 2018.
Lehman Financial Resources left its Vanguard Total World Stock ETF share count unchanged in Q3 2018.
Vanguard Total World Stock ETF made up 2.61% of Lehman Financial Resources's portfolio in Q3 2018, its #10 holding.
Lehman Financial Resources first reported a position in Vanguard Total World Stock ETF in Q4 2015 and has held it in 12 quarters since.
378 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.