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Personal Capital Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Personal Capital 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
2021
Q2 		– Sell
-2,359
Closed -$230K – 507
2021
Q1 		$230K Buy
+2,359
New +$227K ﹤0.01% 442

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Personal Capital Advisors's VT Position: Q2 2021 in Review

Personal Capital Advisors sold out of Vanguard Total World Stock ETF (VT) in Q2 2021, closing a stake of 2,359 shares — an estimated $230K sold.

Personal Capital Advisors first reported a position in VT in Q1 2021 and held it in 1 quarter. The position peaked at $230K in Q1 2021. 625 funds tracked by Wall St. Rank hold VT as of Q2 2021.

  • Personal Capital Advisors reported no remaining Vanguard Total World Stock ETF position as of Q2 2021 after selling out during the quarter.
  • Personal Capital Advisors sold 2,359 Vanguard Total World Stock ETF shares in Q2 2021, an estimated $230K.
  • Personal Capital Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2021 and held it in 1 quarter.
  • Personal Capital Advisors's Vanguard Total World Stock ETF position peaked at $230K in Q1 2021.
  • 625 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2021.

Based on Personal Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.