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Summit Securities Group’s Vanguard Total World Stock ETF VT Stock Holding History

Summit Securities Group’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
Q4 		– Sell
-300
Closed -$18K – 738
2014
Q3 		$18K Buy
+300
New +$18.6K 0.01% 492

Other funds holding VT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
WRTC
Wind River Trust Company Jackson, Wyoming $296M AUM 22.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BP
BBR Partners New York $2.13B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Securities Group's VT Position: Q4 2014 in Review

Summit Securities Group sold out of Vanguard Total World Stock ETF (VT) in Q4 2014, closing a stake of 300 shares — an estimated $18K sold.

Summit Securities Group first reported a position in VT in Q3 2014 and held it in 1 quarter. The position peaked at $18K in Q3 2014. 186 funds tracked by Wall St. Rank hold VT as of Q4 2014.

  • Summit Securities Group reported no remaining Vanguard Total World Stock ETF position as of Q4 2014 after selling out during the quarter.
  • Summit Securities Group sold 300 Vanguard Total World Stock ETF shares in Q4 2014, an estimated $18K.
  • Summit Securities Group first reported a position in Vanguard Total World Stock ETF in Q3 2014 and held it in 1 quarter.
  • Summit Securities Group's Vanguard Total World Stock ETF position peaked at $18K in Q3 2014.
  • 186 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2014.

Based on Summit Securities Group's 13F filing for Q4 2014, filed 5 Feb 2015.