WIL
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Winifred I. Li’s Vanguard Total World Stock ETF VT Stock Holding History

Winifred I. Li’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 		$2K Buy
+25
New +$1.5K ﹤0.01% 480

Other funds holding VT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
WRTC
Wind River Trust Company Jackson, Wyoming $265M AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winifred I. Li's VT Position: Q4 2014 in Review

Winifred I. Li opened a new position in Vanguard Total World Stock ETF (VT) in Q4 2014: 25 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #480 among its holdings.

186 funds tracked by Wall St. Rank hold VT as of Q4 2014.

  • Winifred I. Li held 25 shares of Vanguard Total World Stock ETF worth $2K as of Q4 2014.
  • Vanguard Total World Stock ETF was a new Winifred I. Li position in Q4 2014.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Winifred I. Li's portfolio in Q4 2014, its #480 holding.
  • 186 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.