SA
VT icon

Stewardship Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Stewardship 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
2022
Q2 		– Sell
-2,030
Closed -$206K – 51
2022
Q1 		$206K Buy
2,030
+10
+0.5% +$1.01K 0.08% 49
2021
Q4 		$217K Sell
2,020
-173
-8% -$18.4K 0.08% 49
2021
Q3 		$223K Buy
+2,193
New +$230K 0.08% 51

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
BDWM
Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland $917M AUM 12.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Stewardship Advisors's VT Position: Q2 2022 in Review

Stewardship Advisors sold out of Vanguard Total World Stock ETF (VT) in Q2 2022, closing a stake of 2,030 shares — an estimated $206K sold.

Stewardship Advisors first reported a position in VT in Q3 2021 and held it in 3 quarters. The position peaked at $223K in Q3 2021. 708 funds tracked by Wall St. Rank hold VT as of Q2 2022.

  • Stewardship Advisors reported no remaining Vanguard Total World Stock ETF position as of Q2 2022 after selling out during the quarter.
  • Stewardship Advisors sold 2,030 Vanguard Total World Stock ETF shares in Q2 2022, an estimated $206K.
  • Stewardship Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2021 and held it in 3 quarters.
  • Stewardship Advisors's Vanguard Total World Stock ETF position peaked at $223K in Q3 2021.
  • 708 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2022.

Based on Stewardship Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.