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Rowland Carmichael Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Rowland Carmichael 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
2020
Q4 		$227K Hold
2,447
– – 0.07% 275
2020
Q3 		$197K Buy
2,447
+130
+6% +$10.4K 0.08% 273
2020
Q2 		$173K Sell
2,317
-135
-6% -$9.51K 0.07% 266
2020
Q1 		$154K Sell
2,452
-2,068
-46% -$156K 0.08% 244
2019
Q4 		$366K Sell
4,520
-1,579
-26% -$123K 0.13% 194
2019
Q3 		$456K Hold
6,099
– – 0.16% 152
2019
Q2 		$458K Buy
6,099
+120
+2% +$8.89K 0.16% 153
2019
Q1 		$437K Hold
5,979
– – 0.16% 151
2018
Q4 		$391K Sell
5,979
-2,100
-26% -$147K 0.17% 142
2018
Q3 		$613K Hold
8,079
– – 0.24% 110
2018
Q2 		$593K Buy
8,079
+1,246
+18% +$92.9K 0.25% 109
2018
Q1 		$503K Sell
6,833
-665
-9% -$50.4K 0.28% 109
2017
Q4 		$557K Buy
7,498
+5,978
+393% +$434K 0.29% 110
2017
Q3 		$107K Hold
1,520
– – 0.06% 246
2017
Q2 		$103K Buy
+1,520
New +$102K 0.06% 241
2016
Q4 		– Sell
-44
Closed -$3K – 321
2016
Q3 		$3K Hold
44
– – ﹤0.01% 283
2016
Q2 		$3K Hold
44
– – ﹤0.01% 290
2016
Q1 		$3K Buy
+44
New +$2.4K ﹤0.01% 209

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM

Rowland Carmichael Advisors's VT Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q4 2020 at 2,447 shares worth $227K. The position accounts for 0.07% of the portfolio, ranked #275.

Rowland Carmichael Advisors first reported a position in VT in Q1 2016 and has held it in 18 quarters since. The position peaked at $613K in Q3 2018. 555 funds tracked by Wall St. Rank hold VT as of Q4 2020.

  • Rowland Carmichael Advisors held 2,447 shares of Vanguard Total World Stock ETF worth $227K as of Q4 2020.
  • Rowland Carmichael Advisors left its Vanguard Total World Stock ETF share count unchanged in Q4 2020.
  • Vanguard Total World Stock ETF made up 0.07% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #275 holding.
  • Rowland Carmichael Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2016 and has held it in 18 quarters since.
  • Rowland Carmichael Advisors's Vanguard Total World Stock ETF position peaked at $613K in Q3 2018.
  • 555 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.