WoodTrust Financial’s Vanguard Total World Stock ETF VT Stock Holding History

WoodTrust Financial’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 Q1	–	Sell	-7,214	Closed	-$622K	–	154
2022 Q4	$622K	Sell	7,214 -2,029	-22%	-$173K	0.13%	91
2022 Q3	$729K	Buy	+9,243	New	+$812K	0.16%	88
2020 Q2	–	Sell	-188,525	Closed	-$11.8M	–	91
2020 Q1	$11.8M	Buy	+188,525	New	+$14.2M	5.56%	3
2019 Q1	–	Sell	-21,799	Closed	-$1.43M	–	76
2018 Q4	$1.43M	Buy	+21,799	New	+$1.53M	0.81%	42

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

WoodTrust Financial's VT Position: Q1 2023 in Review

WoodTrust Financial sold out of Vanguard Total World Stock ETF (VT) in Q1 2023, closing a stake of 7,214 shares — an estimated $622K sold.

WoodTrust Financial first reported a position in VT in Q4 2018 and held it in 4 quarters. The position peaked at $11.8M in Q1 2020. 734 funds tracked by Wall St. Rank hold VT as of Q1 2023.

WoodTrust Financial reported no remaining Vanguard Total World Stock ETF position as of Q1 2023 after selling out during the quarter.
WoodTrust Financial sold 7,214 Vanguard Total World Stock ETF shares in Q1 2023, an estimated $622K.
WoodTrust Financial first reported a position in Vanguard Total World Stock ETF in Q4 2018 and held it in 4 quarters.
WoodTrust Financial's Vanguard Total World Stock ETF position peaked at $11.8M in Q1 2020.
734 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2023.

Based on WoodTrust Financial's 13F filing for Q1 2023, filed 14 Apr 2023.