Ratio Wealth Group’s Vanguard Total World Stock ETF VT Stock Holding History

Ratio Wealth 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
2024 Q1	$560K	Buy	5,064 +233	+5%	+$24.6K	0.1%	56
2023 Q4	$497K	Sell	4,831 -178	-4%	-$17.1K	0.11%	53
2023 Q3	$467K	Buy	5,009 +28	+0.6%	+$2.72K	0.12%	52
2023 Q2	$483K	Buy	+4,981	New	+$467K	0.12%	49
2022 Q4	$697K	Sell	8,086 -220	-3%	-$18.8K	0.2%	42
2022 Q3	$655K	Buy	8,306 +539	+7%	+$47.4K	0.21%	42
2022 Q2	$663K	Buy	+7,767	New	+$718K	0.22%	39

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

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

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Ratio Wealth Group's VT Position: Q1 2024 in Review

Ratio Wealth Group increased its Vanguard Total World Stock ETF (VT) stake by 4.8% in Q1 2024, buying an estimated $24.6K and bringing the position to 5,064 shares worth $560K. The position accounts for 0.1% of the portfolio, ranked #56.

Ratio Wealth Group first reported a position in VT in Q2 2022 and has held it in 7 quarters since. The position peaked at $697K in Q4 2022. 891 funds tracked by Wall St. Rank hold VT as of Q1 2024.

Ratio Wealth Group held 5,064 shares of Vanguard Total World Stock ETF worth $560K as of Q1 2024.
Ratio Wealth Group bought 233 Vanguard Total World Stock ETF shares in Q1 2024, an estimated $24.6K.
Vanguard Total World Stock ETF made up 0.1% of Ratio Wealth Group's portfolio in Q1 2024, its #56 holding.
Ratio Wealth Group first reported a position in Vanguard Total World Stock ETF in Q2 2022 and has held it in 7 quarters since.
Ratio Wealth Group's Vanguard Total World Stock ETF position peaked at $697K in Q4 2022.
891 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.