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One Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

One Wealth 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
2023
Q1 		– Sell
-620
Closed -$53.4K – 593
2022
Q4 		$53.4K Buy
+620
New +$53K 0.01% 402

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

One Wealth Advisors's VT Position: Q1 2023 in Review

One Wealth Advisors sold out of Vanguard Total World Stock ETF (VT) in Q1 2023, closing a stake of 620 shares — an estimated $53.4K sold.

One Wealth Advisors first reported a position in VT in Q4 2022 and held it in 1 quarter. The position peaked at $53.4K in Q4 2022. 733 funds tracked by Wall St. Rank hold VT as of Q1 2023.

  • One Wealth Advisors reported no remaining Vanguard Total World Stock ETF position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 620 Vanguard Total World Stock ETF shares in Q1 2023, an estimated $53.4K.
  • One Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2022 and held it in 1 quarter.
  • One Wealth Advisors's Vanguard Total World Stock ETF position peaked at $53.4K in Q4 2022.
  • 733 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.