SXL
VT icon

Summit X LLC’s Vanguard Total World Stock ETF VT Stock Holding History

Summit X LLC’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
Q1 		– Sell
-1,935
Closed -$208K – 274
2021
Q4 		$208K Buy
+1,935
New +$206K 0.05% 242
2021
Q1 		– Sell
-2,168
Closed -$200K – 280
2020
Q4 		$200K Buy
2,168
+210
+11% +$18.2K 0.06% 234
2020
Q3 		$403 Buy
+1,958
New +$157K 0.01% 337

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Summit X LLC's VT Position: Q1 2022 in Review

Summit X LLC sold out of Vanguard Total World Stock ETF (VT) in Q1 2022, closing a stake of 1,935 shares — an estimated $208K sold.

Summit X LLC first reported a position in VT in Q3 2020 and held it in 3 quarters. The position peaked at $208K in Q4 2021. 726 funds tracked by Wall St. Rank hold VT as of Q1 2022.

  • Summit X LLC reported no remaining Vanguard Total World Stock ETF position as of Q1 2022 after selling out during the quarter.
  • Summit X LLC sold 1,935 Vanguard Total World Stock ETF shares in Q1 2022, an estimated $208K.
  • Summit X LLC first reported a position in Vanguard Total World Stock ETF in Q3 2020 and held it in 3 quarters.
  • Summit X LLC's Vanguard Total World Stock ETF position peaked at $208K in Q4 2021.
  • 726 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2022.

Based on Summit X LLC's 13F filing for Q1 2022, filed 5 May 2022.