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Robert N. Shapiro’s Vanguard Total World Stock ETF VT Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$583K Hold
9,703
– – 0.12% 160
2014
Q3 		$586K Hold
9,703
– – 0.11% 165
2014
Q2 		$604K Hold
9,703
– – 0.11% 164
2014
Q1 		$579K Hold
9,703
– – 0.11% 162
2013
Q4 		$576K Buy
9,703
+5,833
+151% +$336K 0.1% 166
2013
Q3 		$215K Buy
3,870
+2,277
+143% +$124K 0.04% 259
2013
Q2 		$82K Buy
+1,593
New +$84.6K 0.02% 437

Other funds holding VT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
WRTC
Wind River Trust Company Jackson, Wyoming $265M AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Robert N. Shapiro's VT Position: Q4 2014 in Review

Robert N. Shapiro held its Vanguard Total World Stock ETF (VT) position steady in Q4 2014 at 9,703 shares worth $583K. The position accounts for 0.12% of the portfolio, ranked #160.

Robert N. Shapiro first reported a position in VT in Q2 2013 and has held it in 7 quarters since. The position peaked at $604K in Q2 2014. 185 funds tracked by Wall St. Rank hold VT as of Q4 2014.

  • Robert N. Shapiro held 9,703 shares of Vanguard Total World Stock ETF worth $583K as of Q4 2014.
  • Robert N. Shapiro left its Vanguard Total World Stock ETF share count unchanged in Q4 2014.
  • Vanguard Total World Stock ETF made up 0.12% of Robert N. Shapiro's portfolio in Q4 2014, its #160 holding.
  • Robert N. Shapiro first reported a position in Vanguard Total World Stock ETF in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Vanguard Total World Stock ETF position peaked at $604K in Q2 2014.
  • 185 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.