Wealthfront’s Vanguard Total World Stock ETF VT Stock Holding History

Wealthfront’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
2018 Q3	$205K	Buy	+2,697	New	+$203K	﹤0.01%	505
2018 Q2	–	Sell	-2,912	Closed	-$214K	–	522
2018 Q1	$214K	Sell	2,912 -295	-9%	-$22.4K	﹤0.01%	487
2017 Q4	$238K	Buy	+3,207	New	+$233K	﹤0.01%	465
2017 Q2	–	Sell	-9,852	Closed	-$643K	–	476
2017 Q1	$643K	Buy	+9,852	New	+$630K	0.01%	183
2015 Q1	–	Sell	-10	Closed	-$1K	–	1259
2014 Q4	$1K	Buy	+10	New	+$601	﹤0.01%	638

Other funds holding VT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

UOT

University of Tennessee Knoxville, Tennessee $38.1M AUM 12.23% 1-Year Est. Return

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Wealthfront's VT Position: Q3 2018 in Review

Wealthfront opened a new position in Vanguard Total World Stock ETF (VT) in Q3 2018: 2,697 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Wealthfront previously reported a position in VT as recently as Q1 2018.

Wealthfront first reported a position in VT in Q4 2014 and has held it in 5 quarters since. The position peaked at $643K in Q1 2017. 379 funds tracked by Wall St. Rank hold VT as of Q3 2018.

Wealthfront held 2,697 shares of Vanguard Total World Stock ETF worth $205K as of Q3 2018.
Vanguard Total World Stock ETF was a new Wealthfront position in Q3 2018.
Vanguard Total World Stock ETF made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #505 holding.
Wealthfront first reported a position in Vanguard Total World Stock ETF in Q4 2014 and has held it in 5 quarters since.
Wealthfront's Vanguard Total World Stock ETF position peaked at $643K in Q1 2017.
379 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.