Sand Hill Global Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Sand Hill Global 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 Q3	–	Sell	-2,939	Closed	-$220K	–	135
2020 Q2	$220K	Buy	+2,939	New	+$207K	0.02%	118
2020 Q1	–	Sell	-3,042	Closed	-$246K	–	141
2019 Q4	$246K	Buy	+3,042	New	+$237K	0.02%	128

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Sand Hill Global Advisors's VT Position: Q3 2020 in Review

Sand Hill Global Advisors sold out of Vanguard Total World Stock ETF (VT) in Q3 2020, closing a stake of 2,939 shares — an estimated $220K sold.

Sand Hill Global Advisors first reported a position in VT in Q4 2019 and held it in 2 quarters. The position peaked at $246K in Q4 2019. 502 funds tracked by Wall St. Rank hold VT as of Q3 2020.

Sand Hill Global Advisors reported no remaining Vanguard Total World Stock ETF position as of Q3 2020 after selling out during the quarter.
Sand Hill Global Advisors sold 2,939 Vanguard Total World Stock ETF shares in Q3 2020, an estimated $220K.
Sand Hill Global Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2019 and held it in 2 quarters.
Sand Hill Global Advisors's Vanguard Total World Stock ETF position peaked at $246K in Q4 2019.
502 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2020.

Based on Sand Hill Global Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.