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Planning Solutions Group’s Vanguard Total World Stock ETF VT Stock Holding History

Planning Solutions Group’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
2019
Q2 		$311K Hold
4,134
– – 0.16% 102
2019
Q1 		$302K Buy
4,134
+44
+1% +$3.12K 0.16% 100
2018
Q4 		$268K Buy
+4,090
New +$286K 0.16% 100

Other funds holding VT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
WRTC
Wind River Trust Company Jackson, Wyoming $265M AUM 17.63% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Planning Solutions Group's VT Position: Q2 2019 in Review

Planning Solutions Group held its Vanguard Total World Stock ETF (VT) position steady in Q2 2019 at 4,134 shares worth $311K. The position accounts for 0.16% of the portfolio, ranked #102.

Planning Solutions Group first reported a position in VT in Q4 2018 and has held it in 3 quarters since. 439 funds tracked by Wall St. Rank hold VT as of Q2 2019.

  • Planning Solutions Group held 4,134 shares of Vanguard Total World Stock ETF worth $311K as of Q2 2019.
  • Planning Solutions Group left its Vanguard Total World Stock ETF share count unchanged in Q2 2019.
  • Vanguard Total World Stock ETF made up 0.16% of Planning Solutions Group's portfolio in Q2 2019, its #102 holding.
  • Planning Solutions Group first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 3 quarters since.
  • 439 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.