ZIG
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Zullo Investment Group’s Vanguard Total World Stock ETF VT Stock Holding History

Zullo Investment Group’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
-25
Closed -$2.15K – 705
2022
Q4 		$2.15K Hold
25
– – ﹤0.01% 689
2022
Q3 		$2K Hold
25
– – ﹤0.01% 715
2022
Q2 		$2K Hold
25
– – ﹤0.01% 735
2022
Q1 		$3K Hold
25
– – ﹤0.01% 730
2021
Q4 		$3K Buy
+25
New +$2.66K ﹤0.01% 737

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Zullo Investment Group's VT Position: Q1 2023 in Review

Zullo Investment Group sold out of Vanguard Total World Stock ETF (VT) in Q1 2023, closing a stake of 25 shares — an estimated $2.15K sold.

Zullo Investment Group first reported a position in VT in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q1 2022. 733 funds tracked by Wall St. Rank hold VT as of Q1 2023.

  • Zullo Investment Group reported no remaining Vanguard Total World Stock ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 25 Vanguard Total World Stock ETF shares in Q1 2023, an estimated $2.15K.
  • Zullo Investment Group first reported a position in Vanguard Total World Stock ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Vanguard Total World Stock ETF position peaked at $3K in Q1 2022.
  • 733 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.