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 $34.6B AUM 29.24% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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. 603 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.
603 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.