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O'Brien Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History

O'Brien Wealth Partners’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
2021
Q4 		– Sell
-2,126
Closed -$217K – 56
2021
Q3 		$217K Buy
+2,126
New +$223K 0.08% 32
2019
Q3 		– Sell
-3,170
Closed -$241K – 40
2019
Q2 		$241K Buy
3,170
+8
+0.3% +$593 0.18% 34
2019
Q1 		$231K Hold
3,162
– – 0.16% 37
2018
Q4 		$217K Sell
3,162
-3,492
-52% -$244K 0.15% 36
2018
Q3 		$505K Sell
6,654
-4,535
-41% -$341K 0.33% 18
2018
Q2 		$821K Sell
11,189
-7,985
-42% -$596K 0.61% 11
2018
Q1 		$1.41M Sell
19,174
-4,331
-18% -$328K 0.97% 11
2017
Q4 		$1.75M Sell
23,505
-6,913
-23% -$502K 1.1% 12
2017
Q3 		$2.15M Sell
30,418
-5,965
-16% -$414K 1.12% 11
2017
Q2 		$2.46M Buy
36,383
+233
+0.6% +$15.6K 1.3% 11
2017
Q1 		$2.36M Buy
36,150
+2,491
+7% +$159K 1.31% 12
2016
Q4 		$2.05M Buy
33,659
+4,721
+16% +$285K 1.23% 16
2016
Q3 		$1.76M Buy
28,938
+5,706
+25% +$344K 1.15% 14
2016
Q2 		$1.35M Buy
23,232
+2,162
+10% +$125K 0.94% 15
2016
Q1 		$1.22M Buy
+21,070
New +$1.15M 0.95% 18

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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

O'Brien Wealth Partners's VT Position: Q4 2021 in Review

O'Brien Wealth Partners sold out of Vanguard Total World Stock ETF (VT) in Q4 2021, closing a stake of 2,126 shares — an estimated $217K sold.

O'Brien Wealth Partners first reported a position in VT in Q1 2016 and held it in 15 quarters. The position peaked at $2.46M in Q2 2017. 738 funds tracked by Wall St. Rank hold VT as of Q4 2021.

  • O'Brien Wealth Partners reported no remaining Vanguard Total World Stock ETF position as of Q4 2021 after selling out during the quarter.
  • O'Brien Wealth Partners sold 2,126 Vanguard Total World Stock ETF shares in Q4 2021, an estimated $217K.
  • O'Brien Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q1 2016 and held it in 15 quarters.
  • O'Brien Wealth Partners's Vanguard Total World Stock ETF position peaked at $2.46M in Q2 2017.
  • 738 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2021.

Based on O'Brien Wealth Partners's 13F filing for Q4 2021, filed 9 Feb 2022.