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US Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

US Financial 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
2016
Q1 		– Sell
-211
Closed -$12K – 613
2015
Q4 		$12K Buy
+211
New +$12.4K 0.01% 299

Other funds holding VT

BM
Brandywine Managers Hockessin, Delaware $170M AUM 10.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
WRTC
Wind River Trust Company Jackson, Wyoming $265M AUM 17.63% 1-Year Est. Return

US Financial Advisors's VT Position: Q1 2016 in Review

US Financial Advisors sold out of Vanguard Total World Stock ETF (VT) in Q1 2016, closing a stake of 211 shares — an estimated $12K sold.

US Financial Advisors first reported a position in VT in Q4 2015 and held it in 1 quarter. The position peaked at $12K in Q4 2015. 209 funds tracked by Wall St. Rank hold VT as of Q1 2016.

  • US Financial Advisors reported no remaining Vanguard Total World Stock ETF position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 211 Vanguard Total World Stock ETF shares in Q1 2016, an estimated $12K.
  • US Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2015 and held it in 1 quarter.
  • US Financial Advisors's Vanguard Total World Stock ETF position peaked at $12K in Q4 2015.
  • 209 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.