Rainier Group Investment Advisory’s Vanguard Total World Stock ETF VT Stock Holding History

Rainier Group Investment Advisory’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
2018 Q3	–	Sell	-13,132	Closed	-$963K	–	40
2018 Q2	$963K	Hold	13,132	–	–	0.41%	13
2018 Q1	$967K	Hold	13,132	–	–	0.44%	16
2017 Q4	$975K	Hold	13,132	–	–	0.49%	12
2017 Q3	$929K	Hold	13,132	–	–	0.5%	11
2017 Q2	$887K	Hold	13,132	–	–	0.5%	12
2017 Q1	$856K	Hold	13,132	–	–	0.4%	15
2016 Q4	$801K	Buy	+13,132	New	+$794K	0.37%	16

Other funds holding VT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UOT

University of Tennessee Knoxville, Tennessee $38.1M AUM 12.23% 1-Year Est. Return

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Rainier Group Investment Advisory's VT Position: Q3 2018 in Review

Rainier Group Investment Advisory sold out of Vanguard Total World Stock ETF (VT) in Q3 2018, closing a stake of 13,132 shares — an estimated $963K sold.

Rainier Group Investment Advisory first reported a position in VT in Q4 2016 and held it in 7 quarters. The position peaked at $975K in Q4 2017. 378 funds tracked by Wall St. Rank hold VT as of Q3 2018.

Rainier Group Investment Advisory reported no remaining Vanguard Total World Stock ETF position as of Q3 2018 after selling out during the quarter.
Rainier Group Investment Advisory sold 13,132 Vanguard Total World Stock ETF shares in Q3 2018, an estimated $963K.
Rainier Group Investment Advisory first reported a position in Vanguard Total World Stock ETF in Q4 2016 and held it in 7 quarters.
Rainier Group Investment Advisory's Vanguard Total World Stock ETF position peaked at $975K in Q4 2017.
378 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2018.

Based on Rainier Group Investment Advisory's 13F filing for Q3 2018, filed 14 Nov 2018.