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Leo Brokerage’s Vanguard Total World Stock ETF VT Stock Holding History

Leo Brokerage’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
Q2 		$1.36M Buy
14,025
+273
+2% +$25.6K 0.16% 104
2023
Q1 		$1.27M Buy
+13,752
New +$1.25M 0.19% 102
2022
Q2 		– Sell
-11,703
Closed -$1.19M – 257
2022
Q1 		$1.19M Buy
+11,703
New +$1.19M 0.19% 89

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Leo Brokerage's VT Position: Q2 2023 in Review

Leo Brokerage increased its Vanguard Total World Stock ETF (VT) stake by 2% in Q2 2023, buying an estimated $25.6K and bringing the position to 14,025 shares worth $1.36M. The position accounts for 0.16% of the portfolio, ranked #104.

Leo Brokerage first reported a position in VT in Q1 2022 and has held it in 3 quarters since. 794 funds tracked by Wall St. Rank hold VT as of Q2 2023.

  • Leo Brokerage held 14,025 shares of Vanguard Total World Stock ETF worth $1.36M as of Q2 2023.
  • Leo Brokerage bought 273 Vanguard Total World Stock ETF shares in Q2 2023, an estimated $25.6K.
  • Vanguard Total World Stock ETF made up 0.16% of Leo Brokerage's portfolio in Q2 2023, its #104 holding.
  • Leo Brokerage first reported a position in Vanguard Total World Stock ETF in Q1 2022 and has held it in 3 quarters since.
  • 794 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.