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Starfox Financial Services’s Vanguard Total World Stock ETF VT Stock Holding History

Starfox Financial Services’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
Q3 		– Sell
-4,507
Closed -$402K – 27
2022
Q2 		$402K Hold
4,507
– – 0.32% 20
2022
Q1 		$402K Sell
4,507
-71,500
-94% -$7.24M 0.32% 20
2021
Q4 		$7.88M Buy
+76,007
New +$8.08M 6.87% 8

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
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Starfox Financial Services's VT Position: Q3 2022 in Review

Starfox Financial Services sold out of Vanguard Total World Stock ETF (VT) in Q3 2022, closing a stake of 4,507 shares — an estimated $402K sold.

Starfox Financial Services first reported a position in VT in Q4 2021 and held it in 3 quarters. The position peaked at $7.88M in Q4 2021. 702 funds tracked by Wall St. Rank hold VT as of Q3 2022.

  • Starfox Financial Services reported no remaining Vanguard Total World Stock ETF position as of Q3 2022 after selling out during the quarter.
  • Starfox Financial Services sold 4,507 Vanguard Total World Stock ETF shares in Q3 2022, an estimated $402K.
  • Starfox Financial Services first reported a position in Vanguard Total World Stock ETF in Q4 2021 and held it in 3 quarters.
  • Starfox Financial Services's Vanguard Total World Stock ETF position peaked at $7.88M in Q4 2021.
  • 702 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2022.

Based on Starfox Financial Services's 13F filing for Q3 2022, filed 19 Oct 2022.