Meitav Investment House’s Vanguard Total World Stock ETF VT Stock Holding History

Meitav Investment House’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
2024 Q1	–	Sell	-5,288	Closed	-$544K	–	355
2023 Q4	$544K	Buy	5,288 +1,574	+42%	+$151K	0.01%	238
2023 Q3	$347K	Buy	3,714 +1,357	+58%	+$132K	0.01%	273
2023 Q2	$227K	Buy	+2,357	New	+$221K	﹤0.01%	339
2022 Q4	–	Sell	-16,115	Closed	-$1.28M	–	377
2022 Q3	$1.28M	Hold	16,115	–	–	0.02%	217
2022 Q2	$1.38M	Sell	16,115 -1,197	-7%	-$111K	0.02%	212
2022 Q1	$1.75M	Buy	+17,312	New	+$1.75M	0.03%	227
2021 Q4	–	Sell	-19,920	Closed	-$2.03M	–	421
2021 Q3	$2.03M	Sell	19,920 -558,503	-97%	-$58.5M	0.03%	202
2021 Q2	$59.9M	Buy	+578,423	New	+$59M	1.53%	15

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

EEP

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

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 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

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Meitav Investment House's VT Position: Q1 2024 in Review

Meitav Investment House sold out of Vanguard Total World Stock ETF (VT) in Q1 2024, closing a stake of 5,288 shares — an estimated $544K sold.

Meitav Investment House first reported a position in VT in Q2 2021 and held it in 8 quarters. The position peaked at $59.9M in Q2 2021. 892 funds tracked by Wall St. Rank hold VT as of Q1 2024.

Meitav Investment House reported no remaining Vanguard Total World Stock ETF position as of Q1 2024 after selling out during the quarter.
Meitav Investment House sold 5,288 Vanguard Total World Stock ETF shares in Q1 2024, an estimated $544K.
Meitav Investment House first reported a position in Vanguard Total World Stock ETF in Q2 2021 and held it in 8 quarters.
Meitav Investment House's Vanguard Total World Stock ETF position peaked at $59.9M in Q2 2021.
892 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.