SIS
VT icon

SVB Investment Services’s Vanguard Total World Stock ETF VT Stock Holding History

SVB Investment 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
2021
Q1 		– Sell
-575
Closed -$53K – 57
2020
Q4 		$53K Hold
575
– – 0.04% 52
2020
Q3 		$46K Hold
575
– – 0.04% 51
2020
Q2 		$43K Hold
575
– – 0.04% 49
2020
Q1 		$36K Hold
575
– – 0.03% 46
2019
Q4 		$47K Buy
+575
New +$44.7K 0.04% 47

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SVB Investment Services's VT Position: Q1 2021 in Review

SVB Investment Services sold out of Vanguard Total World Stock ETF (VT) in Q1 2021, closing a stake of 575 shares — an estimated $53K sold.

SVB Investment Services first reported a position in VT in Q4 2019 and held it in 5 quarters. The position peaked at $53K in Q4 2020. 602 funds tracked by Wall St. Rank hold VT as of Q1 2021.

  • SVB Investment Services reported no remaining Vanguard Total World Stock ETF position as of Q1 2021 after selling out during the quarter.
  • SVB Investment Services sold 575 Vanguard Total World Stock ETF shares in Q1 2021, an estimated $53K.
  • SVB Investment Services first reported a position in Vanguard Total World Stock ETF in Q4 2019 and held it in 5 quarters.
  • SVB Investment Services's Vanguard Total World Stock ETF position peaked at $53K in Q4 2020.
  • 602 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2021.

Based on SVB Investment Services's 13F filing for Q1 2021, filed 4 May 2021.