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Tiedemann Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Tiedemann Advisors’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
2023
Q3 		$1.64M Buy
17,612
+30
+0.2% +$2.91K 0.07% 88
2023
Q2 		$1.71M Sell
17,582
-35,104
-67% -$3.29M 0.07% 87
2023
Q1 		$4.85M Buy
52,686
+4,431
+9% +$401K 0.22% 44
2022
Q4 		$4.16M Sell
48,255
-3,333
-6% -$285K 0.2% 47
2022
Q3 		$4.07M Hold
51,588
– – 0.25% 45
2022
Q2 		$4.4M Hold
51,588
– – 0.33% 40
2022
Q1 		$5.22M Buy
51,588
+4,784
+10% +$485K 0.27% 47
2021
Q4 		$5.03M Hold
46,804
– – 0.25% 48
2021
Q3 		$4.77M Sell
46,804
-1,726
-4% -$181K 0.25% 47
2021
Q2 		$5.03M Hold
48,530
– – 0.2% 59
2021
Q1 		$4.72M Buy
48,530
+29,017
+149% +$2.79M 0.21% 53
2020
Q4 		$1.81M Sell
19,513
-34,375
-64% -$2.98M 0.09% 106
2020
Q3 		$4.34M Buy
53,888
+34,375
+176% +$2.76M 0.21% 66
2020
Q2 		$1.46M Sell
19,513
-4,055
-17% -$286K 0.08% 132
2020
Q1 		$1.48M Sell
23,568
-9,324
-28% -$703K 0.1% 127
2019
Q4 		$2.67M Buy
32,892
+1,019
+3% +$79.3K 0.13% 92
2019
Q3 		$2.38M Buy
31,873
+6,540
+26% +$489K 0.11% 112
2019
Q2 		$1.91M Sell
25,333
-32,503
-56% -$2.41M 0.1% 109
2019
Q1 		$4.23M Sell
57,836
-11,107
-16% -$788K 0.2% 83
2018
Q4 		$4.51M Hold
68,943
– – 0.23% 74
2018
Q3 		$5.25M Sell
68,943
-1,339
-2% -$101K 0.31% 59
2018
Q2 		$5.16M Buy
70,282
+51,424
+273% +$3.84M 0.33% 63
2018
Q1 		$1.39M Buy
18,858
+10,325
+121% +$783K 0.1% 119
2017
Q4 		$633K Buy
+8,533
New +$620K 0.05% 142

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Tiedemann Advisors's VT Position: Q3 2023 in Review

Tiedemann Advisors increased its Vanguard Total World Stock ETF (VT) stake by 0.17% in Q3 2023, buying an estimated $2.91K and bringing the position to 17,612 shares worth $1.64M. The position accounts for 0.07% of the portfolio, ranked #88.

Tiedemann Advisors first reported a position in VT in Q4 2017 and has held it in 24 quarters since. The position peaked at $5.25M in Q3 2018. 785 funds tracked by Wall St. Rank hold VT as of Q3 2023.

  • Tiedemann Advisors held 17,612 shares of Vanguard Total World Stock ETF worth $1.64M as of Q3 2023.
  • Tiedemann Advisors bought 30 Vanguard Total World Stock ETF shares in Q3 2023, an estimated $2.91K.
  • Vanguard Total World Stock ETF made up 0.07% of Tiedemann Advisors's portfolio in Q3 2023, its #88 holding.
  • Tiedemann Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2017 and has held it in 24 quarters since.
  • Tiedemann Advisors's Vanguard Total World Stock ETF position peaked at $5.25M in Q3 2018.
  • 785 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.