Washington Trust Bank’s Vanguard Total World Stock ETF VT Stock Holding History

Washington Trust Bank’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
2014 Q4	–	Sell	-1,911	Closed	-$115K	–	880
2014 Q3	$115K	Hold	1,911	–	–	0.04%	314
2014 Q2	$119K	Sell	1,911 -230	-11%	-$14K	0.02%	333
2014 Q1	$128K	Buy	+2,141	New	+$126K	0.03%	314

Other funds holding VT

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

WRTC

Wind River Trust Company Jackson, Wyoming $296M AUM 22.15% 1-Year Est. Return

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

BBR Partners New York $2.13B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Washington Trust Bank's VT Position: Q4 2014 in Review

Washington Trust Bank sold out of Vanguard Total World Stock ETF (VT) in Q4 2014, closing a stake of 1,911 shares — an estimated $115K sold.

Washington Trust Bank first reported a position in VT in Q1 2014 and held it in 3 quarters. The position peaked at $128K in Q1 2014. 186 funds tracked by Wall St. Rank hold VT as of Q4 2014.

Washington Trust Bank reported no remaining Vanguard Total World Stock ETF position as of Q4 2014 after selling out during the quarter.
Washington Trust Bank sold 1,911 Vanguard Total World Stock ETF shares in Q4 2014, an estimated $115K.
Washington Trust Bank first reported a position in Vanguard Total World Stock ETF in Q1 2014 and held it in 3 quarters.
Washington Trust Bank's Vanguard Total World Stock ETF position peaked at $128K in Q1 2014.
186 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2014.

Based on Washington Trust Bank's 13F filing for Q4 2014, filed 15 Jan 2015.