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Winslow Evans & Crocker’s Vanguard Total World Stock ETF VT Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$811K Buy
8,755
+8,250
+1,634% +$716K 0.15% 148
2020
Q3 		$41K Buy
505
+40
+9% +$3.21K 0.01% 498
2020
Q2 		$35K Buy
465
+199
+75% +$14K 0.01% 514
2020
Q1 		$18K Sell
266
-1,234
-82% -$93K 0.01% 599
2019
Q4 		$122K Hold
1,500
– – 0.03% 368
2019
Q3 		$114K Buy
1,500
+254
+20% +$19K 0.03% 373
2019
Q2 		$94K Sell
1,246
-134
-10% -$9.93K 0.03% 412
2019
Q1 		$102K Sell
1,380
-80
-5% -$5.68K 0.03% 382
2018
Q4 		$96K Sell
1,460
-438
-23% -$30.7K 0.03% 363
2018
Q3 		$144K Hold
1,898
– – 0.04% 312
2018
Q2 		$140K Buy
1,898
+88
+5% +$6.56K 0.04% 314
2018
Q1 		$133K Buy
1,810
+274
+18% +$20.8K 0.04% 306
2017
Q4 		$114K Buy
1,536
+336
+28% +$24.4K 0.04% 339
2017
Q3 		$84.9K Sell
1,200
-120
-9% -$8.32K 0.03% 386
2017
Q2 		$89.1K Hold
1,320
– – 0.02% 453
2017
Q1 		$86.1K Buy
1,320
+70
+6% +$4.48K 0.03% 440
2016
Q4 		$76.3K Buy
1,250
+350
+39% +$21.1K 0.02% 446
2016
Q3 		$54.8K Hold
900
– – 0.02% 518
2016
Q2 		$52.3K Hold
900
– – 0.02% 504
2016
Q1 		$51.9K Hold
900
– – 0.02% 494
2015
Q4 		$51.9K Sell
900
-68
-7% -$3.99K 0.01% 525
2015
Q3 		$53.5K Sell
968
-904
-48% -$53.7K 0.02% 503
2015
Q2 		$115K Buy
1,872
+86
+5% +$5.45K 0.03% 399
2015
Q1 		$110K Buy
1,786
+416
+30% +$25.4K 0.03% 408
2014
Q4 		$82.4K Buy
1,370
+1,000
+270% +$60.1K 0.02% 451
2014
Q3 		$22.3K Hold
370
– – 0.01% 715
2014
Q2 		$23K Hold
370
– – 0.01% 642
2014
Q1 		$22.1K Hold
370
– – 0.01% 642
2013
Q4 		$22K Buy
+370
New +$21.3K 0.01% 673

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM

Winslow Evans & Crocker's VT Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard Total World Stock ETF (VT) stake by 1,634% in Q4 2020, buying an estimated $716K and bringing the position to 8,755 shares worth $811K. The position accounts for 0.15% of the portfolio, ranked #148.

Winslow Evans & Crocker first reported a position in VT in Q4 2013 and has held it in 29 quarters since. 555 funds tracked by Wall St. Rank hold VT as of Q4 2020.

  • Winslow Evans & Crocker held 8,755 shares of Vanguard Total World Stock ETF worth $811K as of Q4 2020.
  • Winslow Evans & Crocker bought 8,250 Vanguard Total World Stock ETF shares in Q4 2020, an estimated $716K.
  • Vanguard Total World Stock ETF made up 0.15% of Winslow Evans & Crocker's portfolio in Q4 2020, its #148 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard Total World Stock ETF in Q4 2013 and has held it in 29 quarters since.
  • 555 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.