Yorktown Management & Research Company’s Vanguard Total World Stock ETF VT Stock Holding History

Yorktown Management & Research Company’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
2018 Q1	–	Sell	-58,000	Closed	-$4.31M	–	392
2017 Q4	$4.31M	Buy	58,000 +17,000	+41%	+$1.24M	1.24%	13
2017 Q3	$2.9M	Buy	+41,000	New	+$2.84M	0.76%	23
2015 Q1	–	Sell	-4,400	Closed	-$265K	–	520
2014 Q4	$265K	Hold	4,400	–	–	0.06%	245
2014 Q3	$266K	Hold	4,400	–	–	0.05%	222
2014 Q2	$274K	Hold	4,400	–	–	0.05%	260
2014 Q1	$263K	Sell	4,400 -1,100	-20%	-$64.5K	0.05%	282
2013 Q4	$327K	Hold	5,500	–	–	0.07%	159
2013 Q3	$306K	Hold	5,500	–	–	0.07%	153
2013 Q2	$284K	Buy	+5,500	New	+$292K	0.06%	154

Other funds holding VT

Highland Associates Birmingham, Alabama $699M AUM 8.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

University of Tennessee Knoxville, Tennessee $38.1M AUM 12.23% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Wind River Trust Company Jackson, Wyoming $265M AUM 17.63% 1-Year Est. Return