Segall Bryant & Hamill’s Vanguard Total World Stock ETF VT Stock Holding History

Segall Bryant & Hamill’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
2023 Q3	–	Sell	-2,395	Closed	-$232K	–	702
2023 Q2	$232K	Hold	2,395	–	–	﹤0.01%	664
2023 Q1	$220K	Buy	+2,395	New	+$217K	﹤0.01%	686
2022 Q2	–	Sell	-1,995	Closed	-$201K	–	752
2022 Q1	$201K	Buy	+1,995	New	+$202K	﹤0.01%	729
2021 Q4	–	Sell	-1,995	Closed	-$203K	–	764
2021 Q3	$203K	Hold	1,995	–	–	﹤0.01%	766
2021 Q2	$207K	Sell	1,995 -75	-4%	-$7.65K	﹤0.01%	744
2021 Q1	$201K	Buy	+2,070	New	+$199K	﹤0.01%	789
2014 Q2	–	Sell	-5,400	Closed	-$322K	–	582
2014 Q1	$322K	Hold	5,400	–	–	0.01%	502
2013 Q4	$321K	Hold	5,400	–	–	0.01%	506
2013 Q3	$300K	Hold	5,400	–	–	0.01%	504
2013 Q2	$278K	Buy	+5,400	New	+$287K	0.01%	487

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Segall Bryant & Hamill's VT Position: Q3 2023 in Review

Segall Bryant & Hamill sold out of Vanguard Total World Stock ETF (VT) in Q3 2023, closing a stake of 2,395 shares — an estimated $232K sold.

Segall Bryant & Hamill first reported a position in VT in Q2 2013 and held it in 10 quarters. The position peaked at $322K in Q1 2014. 786 funds tracked by Wall St. Rank hold VT as of Q3 2023.

Segall Bryant & Hamill reported no remaining Vanguard Total World Stock ETF position as of Q3 2023 after selling out during the quarter.
Segall Bryant & Hamill sold 2,395 Vanguard Total World Stock ETF shares in Q3 2023, an estimated $232K.
Segall Bryant & Hamill first reported a position in Vanguard Total World Stock ETF in Q2 2013 and held it in 10 quarters.
Segall Bryant & Hamill's Vanguard Total World Stock ETF position peaked at $322K in Q1 2014.
786 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2023.

Based on Segall Bryant & Hamill's 13F filing for Q3 2023, filed 9 Nov 2023.