Wilbanks Smith & Thomas Asset Management’s Vanguard Total World Stock ETF VT Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2024 Q1	$887K	Buy	8,029 +810	+11%	+$85.7K	0.02%	253
2023 Q4	$743K	Buy	7,219 +677	+10%	+$65.1K	0.02%	274
2023 Q3	$610K	Buy	6,542 +410	+7%	+$39.8K	0.02%	286
2023 Q2	$595K	Buy	6,132 +420	+7%	+$39.4K	0.02%	287
2023 Q1	$526K	Buy	5,712 +939	+20%	+$85K	0.02%	298
2022 Q4	$411K	Buy	4,773 +155	+3%	+$13.2K	0.02%	338
2022 Q3	$364K	Sell	4,618 -6,490	-58%	-$570K	0.02%	331
2022 Q2	$948K	Buy	11,108 +510	+5%	+$47.2K	0.04%	221
2022 Q1	$995K	Buy	10,598 +7,306	+222%	+$740K	0.04%	220
2021 Q4	$354K	Buy	3,292 +314	+11%	+$33.4K	0.01%	377
2021 Q3	$303K	Buy	+2,978	New	+$312K	0.01%	384
2015 Q1	–	Sell	-3,400	Closed	-$204K	–	326
2014 Q4	$204K	Buy	+3,400	New	+$204K	0.02%	288

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

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

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

EEP

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

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

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

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

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

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's VT Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Vanguard Total World Stock ETF (VT) stake by 11% in Q1 2024, buying an estimated $85.7K and bringing the position to 8,029 shares worth $887K. The position accounts for 0.02% of the portfolio, ranked #253.

Wilbanks Smith & Thomas Asset Management first reported a position in VT in Q4 2014 and has held it in 12 quarters since. The position peaked at $995K in Q1 2022. 892 funds tracked by Wall St. Rank hold VT as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 8,029 shares of Vanguard Total World Stock ETF worth $887K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 810 Vanguard Total World Stock ETF shares in Q1 2024, an estimated $85.7K.
Vanguard Total World Stock ETF made up 0.02% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #253 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Vanguard Total World Stock ETF in Q4 2014 and has held it in 12 quarters since.
Wilbanks Smith & Thomas Asset Management's Vanguard Total World Stock ETF position peaked at $995K in Q1 2022.
892 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.