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Santori & Peters Inc’s Vanguard Total World Stock ETF VT Stock Holding History

Santori & Peters Inc’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
2018
Q1 		– Sell
-222
Closed -$16K – 524
2017
Q4 		$16K Buy
+222
New +$16.1K 0.01% 231

Other funds holding VT

HA
Highland Associates Birmingham, Alabama $699M AUM 8.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UOT
University of Tennessee Knoxville, Tennessee $38.1M AUM 12.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
WRTC
Wind River Trust Company Jackson, Wyoming $296M AUM 22.15% 1-Year Est. Return

Santori & Peters Inc's VT Position: Q1 2018 in Review

Santori & Peters Inc sold out of Vanguard Total World Stock ETF (VT) in Q1 2018, closing a stake of 222 shares — an estimated $16K sold.

Santori & Peters Inc first reported a position in VT in Q4 2017 and held it in 1 quarter. The position peaked at $16K in Q4 2017. 374 funds tracked by Wall St. Rank hold VT as of Q1 2018.

  • Santori & Peters Inc reported no remaining Vanguard Total World Stock ETF position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 222 Vanguard Total World Stock ETF shares in Q1 2018, an estimated $16K.
  • Santori & Peters Inc first reported a position in Vanguard Total World Stock ETF in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's Vanguard Total World Stock ETF position peaked at $16K in Q4 2017.
  • 374 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.