MainStreet Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

MainStreet Investment Advisors’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 Q1	–	Sell	-4,990	Closed	-$536K	–	187
2021 Q4	$536K	Buy	+4,990	New	+$530K	0.05%	140
2021 Q1	–	Sell	-7,307	Closed	-$676K	–	192
2020 Q4	$676K	Sell	7,307 -932	-11%	-$80.8K	0.05%	123
2020 Q3	$664K	Sell	8,239 -2,002	-20%	-$161K	0.05%	118
2020 Q2	$766K	Buy	+10,241	New	+$722K	0.05%	149

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

MainStreet Investment Advisors's VT Position: Q1 2022 in Review

MainStreet Investment Advisors sold out of Vanguard Total World Stock ETF (VT) in Q1 2022, closing a stake of 4,990 shares — an estimated $536K sold.

MainStreet Investment Advisors first reported a position in VT in Q2 2020 and held it in 4 quarters. The position peaked at $766K in Q2 2020. 726 funds tracked by Wall St. Rank hold VT as of Q1 2022.

MainStreet Investment Advisors reported no remaining Vanguard Total World Stock ETF position as of Q1 2022 after selling out during the quarter.
MainStreet Investment Advisors sold 4,990 Vanguard Total World Stock ETF shares in Q1 2022, an estimated $536K.
MainStreet Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2020 and held it in 4 quarters.
MainStreet Investment Advisors's Vanguard Total World Stock ETF position peaked at $766K in Q2 2020.
726 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2022.

Based on MainStreet Investment Advisors's 13F filing for Q1 2022, filed 2 May 2022.