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Robertson Stephens Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Robertson Stephens 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
2017
Q1 		– Sell
-78,677
Closed -$4.8M – 140
2016
Q4 		$4.8M Buy
+78,677
New +$4.75M 2.73% 7

Other funds holding VT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
CGOV Asset Management Toronto, Ontario, Canada $1.73B AUM 9.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BM
Brandywine Managers Hockessin, Delaware $170M AUM 10.01% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Robertson Stephens Advisors's VT Position: Q1 2017 in Review

Robertson Stephens Advisors sold out of Vanguard Total World Stock ETF (VT) in Q1 2017, closing a stake of 78,677 shares — an estimated $4.8M sold.

Robertson Stephens Advisors first reported a position in VT in Q4 2016 and held it in 1 quarter. The position peaked at $4.8M in Q4 2016. 266 funds tracked by Wall St. Rank hold VT as of Q1 2017.

  • Robertson Stephens Advisors reported no remaining Vanguard Total World Stock ETF position as of Q1 2017 after selling out during the quarter.
  • Robertson Stephens Advisors sold 78,677 Vanguard Total World Stock ETF shares in Q1 2017, an estimated $4.8M.
  • Robertson Stephens Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2016 and held it in 1 quarter.
  • Robertson Stephens Advisors's Vanguard Total World Stock ETF position peaked at $4.8M in Q4 2016.
  • 266 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2017.

Based on Robertson Stephens Advisors's 13F filing for Q1 2017, filed 12 May 2017.