Truepoint Inc’s Vanguard Total World Stock ETF VT Stock Holding History

Truepoint Inc’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
2024 Q1	–	Sell	-2,134	Closed	-$220K	–	240
2023 Q4	$220K	Buy	+2,134	New	+$205K	0.01%	219
2023 Q3	–	Sell	-2,185	Closed	-$212K	–	207
2023 Q2	$212K	Hold	2,185	–	–	0.01%	140
2023 Q1	$201K	Buy	+2,185	New	+$198K	0.01%	138
2022 Q4	–	Sell	-3,625	Closed	-$286K	–	170
2022 Q3	$286K	Sell	3,625 -150	-4%	-$13.2K	0.01%	125
2022 Q2	$322K	Buy	3,775 +7	+0.2%	+$647	0.02%	124
2022 Q1	$382K	Sell	3,768 -102	-3%	-$10.3K	0.02%	106
2021 Q4	$416K	Buy	3,870 +79	+2%	+$8.39K	0.02%	98
2021 Q3	$386K	Sell	3,791 -93	-2%	-$9.75K	0.02%	101
2021 Q2	$402K	Buy	3,884 +36	+0.9%	+$3.67K	0.02%	88
2021 Q1	$374K	Sell	3,848 -231	-6%	-$22.2K	0.02%	87
2020 Q4	$378K	Buy	+4,079	New	+$354K	0.03%	81

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Truepoint Inc's VT Position: Q1 2024 in Review

Truepoint Inc sold out of Vanguard Total World Stock ETF (VT) in Q1 2024, closing a stake of 2,134 shares — an estimated $220K sold.

Truepoint Inc first reported a position in VT in Q4 2020 and held it in 11 quarters. The position peaked at $416K in Q4 2021. 891 funds tracked by Wall St. Rank hold VT as of Q1 2024.

Truepoint Inc reported no remaining Vanguard Total World Stock ETF position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 2,134 Vanguard Total World Stock ETF shares in Q1 2024, an estimated $220K.
Truepoint Inc first reported a position in Vanguard Total World Stock ETF in Q4 2020 and held it in 11 quarters.
Truepoint Inc's Vanguard Total World Stock ETF position peaked at $416K in Q4 2021.
891 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.