MAA
VT icon

Mraz Amerine & Associates’s Vanguard Total World Stock ETF VT Stock Holding History

Mraz Amerine & Associates’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
Q4 		– Sell
-2,803
Closed -$221K – 174
2022
Q3 		$221K Sell
2,803
-18
-0.6% -$1.58K 0.06% 142
2022
Q2 		$241K Sell
2,821
-545
-16% -$50.4K 0.06% 142
2022
Q1 		$341K Sell
3,366
-55
-2% -$5.57K 0.08% 126
2021
Q4 		$368K Buy
3,421
+38
+1% +$4.04K 0.09% 121
2021
Q3 		$344K Buy
3,383
+63
+2% +$6.6K 0.09% 128
2021
Q2 		$344K Buy
3,320
+85
+3% +$8.67K 0.09% 129
2021
Q1 		$315K Sell
3,235
-1,192
-27% -$115K 0.09% 117
2020
Q4 		$410K Buy
4,427
+98
+2% +$8.5K 0.14% 95
2020
Q3 		$349K Buy
4,329
+119
+3% +$9.55K 0.13% 90
2020
Q2 		$315K Buy
4,210
+310
+8% +$21.8K 0.12% 94
2020
Q1 		$245K Hold
3,900
– – 0.1% 104
2019
Q4 		$316K Hold
3,900
– – 0.09% 123
2019
Q3 		$292K Hold
3,900
– – 0.09% 118
2019
Q2 		$293K Buy
+3,900
New +$289K 0.09% 125

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Mraz Amerine & Associates's VT Position: Q4 2022 in Review

Mraz Amerine & Associates sold out of Vanguard Total World Stock ETF (VT) in Q4 2022, closing a stake of 2,803 shares — an estimated $221K sold.

Mraz Amerine & Associates first reported a position in VT in Q2 2019 and held it in 14 quarters. The position peaked at $410K in Q4 2020. 738 funds tracked by Wall St. Rank hold VT as of Q4 2022.

  • Mraz Amerine & Associates reported no remaining Vanguard Total World Stock ETF position as of Q4 2022 after selling out during the quarter.
  • Mraz Amerine & Associates sold 2,803 Vanguard Total World Stock ETF shares in Q4 2022, an estimated $221K.
  • Mraz Amerine & Associates first reported a position in Vanguard Total World Stock ETF in Q2 2019 and held it in 14 quarters.
  • Mraz Amerine & Associates's Vanguard Total World Stock ETF position peaked at $410K in Q4 2020.
  • 738 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2022.

Based on Mraz Amerine & Associates's 13F filing for Q4 2022, filed 12 Jan 2023.