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

WealthShield’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
2017
Q4 		$322K Buy
+4,295
New +$312K 0.2% 94

Other funds holding VT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
CGOV Asset Management Toronto, Ontario, Canada $1.73B AUM 9.15% 1-Year Est. Return
BM
Brandywine Managers Hockessin, Delaware $202M AUM 16.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
UOT
University of Tennessee Knoxville, Tennessee $38.1M AUM 12.23% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
WRTC
Wind River Trust Company Jackson, Wyoming $296M AUM 22.15% 1-Year Est. Return

WealthShield's VT Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard Total World Stock ETF (VT) in Q4 2017: 4,295 shares worth $322K. The stake represents 0.2% of the portfolio and ranks #94 among its holdings.

363 funds tracked by Wall St. Rank hold VT as of Q4 2017.

  • WealthShield held 4,295 shares of Vanguard Total World Stock ETF worth $322K as of Q4 2017.
  • Vanguard Total World Stock ETF was a new WealthShield position in Q4 2017.
  • Vanguard Total World Stock ETF made up 0.2% of WealthShield's portfolio in Q4 2017, its #94 holding.
  • 363 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.