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TFG Advisers’s Vanguard Total World Stock ETF VT Stock Holding History

TFG Advisers’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
-2,250
Closed -$208K – 194
2020
Q4 		$208K Buy
+2,250
New +$195K 0.11% 176
2020
Q1 		– Sell
-2,632
Closed -$213K – 442
2019
Q4 		$213K Buy
+2,632
New +$205K 0.12% 158

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

TFG Advisers's VT Position: Q1 2021 in Review

TFG Advisers sold out of Vanguard Total World Stock ETF (VT) in Q1 2021, closing a stake of 2,250 shares — an estimated $208K sold.

TFG Advisers first reported a position in VT in Q4 2019 and held it in 2 quarters. The position peaked at $213K in Q4 2019. 602 funds tracked by Wall St. Rank hold VT as of Q1 2021.

  • TFG Advisers reported no remaining Vanguard Total World Stock ETF position as of Q1 2021 after selling out during the quarter.
  • TFG Advisers sold 2,250 Vanguard Total World Stock ETF shares in Q1 2021, an estimated $208K.
  • TFG Advisers first reported a position in Vanguard Total World Stock ETF in Q4 2019 and held it in 2 quarters.
  • TFG Advisers's Vanguard Total World Stock ETF position peaked at $213K in Q4 2019.
  • 602 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2021.

Based on TFG Advisers's 13F filing for Q1 2021, filed 23 Apr 2021.