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Sargent Bickham Lagudis’s Vanguard Total World Stock ETF VT Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$30.8M Sell
357,647
-33,769
-9% -$2.88M 2.53% 8
2022
Q3 		$30.9M Buy
391,416
+84,463
+28% +$7.42M 2.76% 7
2022
Q2 		$26.2M Buy
306,953
+3,756
+1% +$347K 2.26% 8
2022
Q1 		$30.7M Buy
303,197
+35,995
+13% +$3.65M 2.39% 8
2021
Q4 		$28.7M Buy
267,202
+12,814
+5% +$1.36M 2.17% 10
2021
Q3 		$25.9M Buy
254,388
+10,201
+4% +$1.07M 2.11% 8
2021
Q2 		$25.3M Buy
244,187
+8,620
+4% +$879K 2.06% 8
2021
Q1 		$22.9M Buy
235,567
+18,831
+9% +$1.81M 2.02% 8
2020
Q4 		$20.1M Buy
216,736
+21,616
+11% +$1.87M 1.85% 8
2020
Q3 		$15.7M Buy
195,120
+13,013
+7% +$1.04M 1.58% 12
2020
Q2 		$13.6M Buy
182,107
+138,766
+320% +$9.78M 1.46% 14
2020
Q1 		$2.72M Buy
43,341
+42,817
+8,171% +$3.23M 0.35% 64
2019
Q4 		$42K Hold
524
– – ﹤0.01% 414
2019
Q3 		$39K Sell
524
-216
-29% -$16.1K ﹤0.01% 378
2019
Q2 		$56K Hold
740
– – 0.01% 348
2019
Q1 		$54K Sell
740
-34
-4% -$2.41K 0.01% 374
2018
Q4 		$51K Sell
774
-312
-29% -$21.8K 0.01% 357
2018
Q3 		$82K Hold
1,086
– – 0.01% 301
2018
Q2 		$80K Sell
1,086
-82
-7% -$6.12K 0.01% 296
2018
Q1 		$86K Sell
1,168
-289
-20% -$21.9K 0.01% 285
2017
Q4 		$108K Buy
1,457
+33
+2% +$2.4K 0.01% 271
2017
Q3 		$101K Sell
1,424
-364
-20% -$25.2K 0.01% 285
2017
Q2 		$121K Hold
1,788
– – 0.02% 249
2017
Q1 		$117K Sell
1,788
-296
-14% -$18.9K 0.02% 255
2016
Q4 		$127K Sell
2,084
-33
-2% -$1.99K 0.02% 242
2016
Q3 		$129K Sell
2,117
-449
-17% -$27.1K 0.02% 242
2016
Q2 		$149K Sell
2,566
-352
-12% -$20.4K 0.02% 236
2016
Q1 		$168K Buy
+2,918
New +$159K 0.03% 227

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Sargent Bickham Lagudis's VT Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Vanguard Total World Stock ETF (VT) stake by 8.6% in Q4 2022, selling an estimated $2.88M and leaving 357,647 shares worth $30.8M. The position accounts for 2.53% of the portfolio, ranked #8.

Sargent Bickham Lagudis first reported a position in VT in Q1 2016 and has held it in 28 quarters since. The position peaked at $30.9M in Q3 2022. 739 funds tracked by Wall St. Rank hold VT as of Q4 2022.

  • Sargent Bickham Lagudis held 357,647 shares of Vanguard Total World Stock ETF worth $30.8M as of Q4 2022.
  • Sargent Bickham Lagudis sold 33,769 Vanguard Total World Stock ETF shares in Q4 2022, an estimated $2.88M.
  • Vanguard Total World Stock ETF made up 2.53% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #8 holding.
  • Sargent Bickham Lagudis first reported a position in Vanguard Total World Stock ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Vanguard Total World Stock ETF position peaked at $30.9M in Q3 2022.
  • 739 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.