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Tarbox Family Office’s Vanguard Total World Stock ETF VT Stock Holding History

Tarbox Family Office’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
2020
Q1 		– Sell
-6,130
Closed -$496K – 1339
2019
Q4 		$496K Hold
6,130
– – 0.14% 55
2019
Q3 		$459K Hold
6,130
– – 0.14% 48
2019
Q2 		$461K Buy
+6,130
New +$454K 0.14% 49

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Tarbox Family Office's VT Position: Q1 2020 in Review

Tarbox Family Office sold out of Vanguard Total World Stock ETF (VT) in Q1 2020, closing a stake of 6,130 shares — an estimated $496K sold.

Tarbox Family Office first reported a position in VT in Q2 2019 and held it in 3 quarters. The position peaked at $496K in Q4 2019. 492 funds tracked by Wall St. Rank hold VT as of Q1 2020.

  • Tarbox Family Office reported no remaining Vanguard Total World Stock ETF position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 6,130 Vanguard Total World Stock ETF shares in Q1 2020, an estimated $496K.
  • Tarbox Family Office first reported a position in Vanguard Total World Stock ETF in Q2 2019 and held it in 3 quarters.
  • Tarbox Family Office's Vanguard Total World Stock ETF position peaked at $496K in Q4 2019.
  • 492 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.