West Branch Capital’s Vanguard Total World Stock ETF VT Stock Holding History

West Branch Capital’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
2023 Q4	–	Sell	-1,500	Closed	-$140K	–	472
2023 Q3	$140K	Hold	1,500	–	–	0.07%	89
2023 Q2	$145K	Hold	1,500	–	–	0.07%	93
2023 Q1	$138K	Hold	1,500	–	–	0.08%	96
2022 Q4	$129K	Hold	1,500	–	–	0.08%	98
2022 Q3	$118K	Hold	1,500	–	–	0.07%	104
2022 Q2	$128K	Hold	1,500	–	–	0.07%	99
2022 Q1	$152K	Hold	1,500	–	–	0.07%	101
2021 Q4	$161K	Hold	1,500	–	–	0.07%	106
2021 Q3	$153K	Hold	1,500	–	–	0.07%	103
2021 Q2	$155K	Buy	+1,500	New	+$153K	0.08%	108

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

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

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

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

EEP

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

West Branch Capital's VT Position: Q4 2023 in Review

West Branch Capital sold out of Vanguard Total World Stock ETF (VT) in Q4 2023, closing a stake of 1,500 shares — an estimated $140K sold.

West Branch Capital first reported a position in VT in Q2 2021 and held it in 10 quarters. The position peaked at $161K in Q4 2021. 870 funds tracked by Wall St. Rank hold VT as of Q4 2023.

West Branch Capital reported no remaining Vanguard Total World Stock ETF position as of Q4 2023 after selling out during the quarter.
West Branch Capital sold 1,500 Vanguard Total World Stock ETF shares in Q4 2023, an estimated $140K.
West Branch Capital first reported a position in Vanguard Total World Stock ETF in Q2 2021 and held it in 10 quarters.
West Branch Capital's Vanguard Total World Stock ETF position peaked at $161K in Q4 2021.
870 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2023.

Based on West Branch Capital's 13F filing for Q4 2023, filed 19 Jan 2024.