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

Ranch 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 Q4	–	Sell	-203	Closed	-$21K	–	586
2021 Q3	$21K	Hold	203	–	–	0.01%	374
2021 Q2	$21K	Hold	203	–	–	0.01%	483
2021 Q1	$19K	Hold	203	–	–	0.01%	485
2020 Q4	$18K	Hold	203	–	–	0.01%	500
2020 Q3	$16K	Hold	203	–	–	0.01%	512
2020 Q2	$16K	Sell	203 -390	-66%	-$27.5K	0.01%	526
2020 Q1	$37K	Buy	593 +315	+113%	+$23.7K	0.04%	325
2019 Q4	$23K	Buy	+278	New	+$21.6K	0.02%	485

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ranch Capital Advisors's VT Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Vanguard Total World Stock ETF (VT) in Q4 2021, closing a stake of 203 shares — an estimated $21K sold.

Ranch Capital Advisors first reported a position in VT in Q4 2019 and held it in 8 quarters. The position peaked at $37K in Q1 2020. 737 funds tracked by Wall St. Rank hold VT as of Q4 2021.

Ranch Capital Advisors reported no remaining Vanguard Total World Stock ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 203 Vanguard Total World Stock ETF shares in Q4 2021, an estimated $21K.
Ranch Capital Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's Vanguard Total World Stock ETF position peaked at $37K in Q1 2020.
737 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.