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Sheaff Brock Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Sheaff Brock Investment 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
2024
Q2 		– Sell
-3,433
Closed -$379K – 519
2024
Q1 		$379K Buy
3,433
+23
+0.7% +$2.43K 0.02% 323
2023
Q4 		$351K Buy
3,410
+320
+10% +$30.8K 0.03% 324
2023
Q3 		$288K Buy
3,090
+41
+1% +$3.98K 0.03% 333
2023
Q2 		$296K Buy
3,049
+100
+3% +$9.38K 0.02% 349
2023
Q1 		$272K Buy
2,949
+57
+2% +$5.16K 0.03% 376
2022
Q4 		$249K Buy
2,892
+6
+0.2% +$513 0.02% 376
2022
Q3 		$228K Buy
2,886
+3
+0.1% +$264 0.02% 384
2022
Q2 		$246K Buy
2,883
+5
+0.2% +$462 0.02% 378
2022
Q1 		$291K Buy
2,878
+35
+1% +$3.54K 0.02% 382
2021
Q4 		$305K Buy
2,843
+406
+17% +$43.1K 0.02% 377
2021
Q3 		$248K Buy
2,437
+242
+11% +$25.4K 0.02% 430
2021
Q2 		$227K Buy
2,195
+43
+2% +$4.38K 0.02% 436
2021
Q1 		$209K Sell
2,152
-115
-5% -$11.1K 0.02% 434
2020
Q4 		$210K Buy
+2,267
New +$197K 0.02% 415

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sheaff Brock Investment Advisors's VT Position: Q2 2024 in Review

Sheaff Brock Investment Advisors sold out of Vanguard Total World Stock ETF (VT) in Q2 2024, closing a stake of 3,433 shares — an estimated $379K sold.

Sheaff Brock Investment Advisors first reported a position in VT in Q4 2020 and held it in 14 quarters. The position peaked at $379K in Q1 2024. 904 funds tracked by Wall St. Rank hold VT as of Q2 2024.

  • Sheaff Brock Investment Advisors reported no remaining Vanguard Total World Stock ETF position as of Q2 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 3,433 Vanguard Total World Stock ETF shares in Q2 2024, an estimated $379K.
  • Sheaff Brock Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2020 and held it in 14 quarters.
  • Sheaff Brock Investment Advisors's Vanguard Total World Stock ETF position peaked at $379K in Q1 2024.
  • 904 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.