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Thompson Siegel & Walmsley’s Vanguard Total World Stock ETF VT Stock Holding History

Thompson Siegel & Walmsley’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
Q2 		– Sell
-35
Closed -$4K – 635
2022
Q1 		$4K Hold
35
– – ﹤0.01% 582
2021
Q4 		$4K Hold
35
– – ﹤0.01% 591
2021
Q3 		$4K Buy
+35
New +$3.67K ﹤0.01% 661

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
BDWM
Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland $917M AUM 12.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Thompson Siegel & Walmsley's VT Position: Q2 2022 in Review

Thompson Siegel & Walmsley sold out of Vanguard Total World Stock ETF (VT) in Q2 2022, closing a stake of 35 shares — an estimated $4K sold.

Thompson Siegel & Walmsley first reported a position in VT in Q3 2021 and held it in 3 quarters. The position peaked at $4K in Q1 2022. 708 funds tracked by Wall St. Rank hold VT as of Q2 2022.

  • Thompson Siegel & Walmsley reported no remaining Vanguard Total World Stock ETF position as of Q2 2022 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 35 Vanguard Total World Stock ETF shares in Q2 2022, an estimated $4K.
  • Thompson Siegel & Walmsley first reported a position in Vanguard Total World Stock ETF in Q3 2021 and held it in 3 quarters.
  • Thompson Siegel & Walmsley's Vanguard Total World Stock ETF position peaked at $4K in Q1 2022.
  • 708 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2022.

Based on Thompson Siegel & Walmsley's 13F filing for Q2 2022, filed 22 Jul 2022.