Sumit Capital’s Vanguard Total World Stock ETF VT Stock Holding History

Sumit Capital’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
2014 Q1	–	Sell	-3,759	Closed	-$223K	–	208
2013 Q4	$223K	Buy	+3,759	New	+$216K	0.4%	129

Other funds holding VT

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WRTC

Wind River Trust Company Jackson, Wyoming $265M AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return

BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.19B AUM 18.81% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Sumit Capital's VT Position: Q1 2014 in Review

Sumit Capital sold out of Vanguard Total World Stock ETF (VT) in Q1 2014, closing a stake of 3,759 shares — an estimated $223K sold.

Sumit Capital first reported a position in VT in Q4 2013 and held it in 1 quarter. The position peaked at $223K in Q4 2013. 138 funds tracked by Wall St. Rank hold VT as of Q1 2014.

Sumit Capital reported no remaining Vanguard Total World Stock ETF position as of Q1 2014 after selling out during the quarter.
Sumit Capital sold 3,759 Vanguard Total World Stock ETF shares in Q1 2014, an estimated $223K.
Sumit Capital first reported a position in Vanguard Total World Stock ETF in Q4 2013 and held it in 1 quarter.
Sumit Capital's Vanguard Total World Stock ETF position peaked at $223K in Q4 2013.
138 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2014.

Based on Sumit Capital's 13F filing for Q1 2014, filed 7 May 2014.