Financial Plan Inc. bought a new position in shares of Vanguard Total World Stock ETF (NYSEARCA:VT) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 28,198 shares of the exchange traded fund's stock, valued at approximately $3,978,000. Vanguard
Alliancebernstein L.P. grew its position in shares of Vanguard Total World Stock ETF (NYSEARCA:VT) by 6.1% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,721,217 shares of the exchange traded fund's stock after purchasing an additional
Alliance Wealth Advisors LLC UT acquired a new stake in Vanguard Total World Stock ETF (NYSEARCA:VT) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 35,986 shares of the exchange traded fund's stock, valued at approximately $4,959,000. Vanguard Total World Stock ETF comprises about
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 7,707 | $866,546.22 | $1.21M | $342,874.75 | 39.57% |
| MSH Michelle S. Hickox FIRST FINANCIAL BANKSHARES Inc. | 37,793 | $5.22M | $5.93M | $716,701.19 | 13.74% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 284 | $29,217.92 | $44,566.7 | $15,348.78 | 52.53% |
| CE Curtis Ellergodt Rothschild Investment LLC | 9,073 | $972,465.39 | $1.42M | $451,315.13 | 46.41% |
Means Investment Company Means Investment Company Inc. | 7,055 | $558,121.22 | $1.11M | $548,984.65 | 98.36% |
| ARCA Exchange | US Country |
The company operates based on a disciplined investment strategy, focusing on an indexing approach aimed at mirroring the performance of the FTSE Global All Cap Index. This broad market index represents both developed and emerging market stocks across various cap sizes. By aligning its investment portfolio with the components and proportions of the target index, the company seeks to offer its investors exposure to global equity markets while attempting to minimize tracking error and management fees. This investment philosophy is built on the premise that it is challenging to consistently outperform the market through active management. Therefore, the company focuses on providing a cost-efficient way for investors to gain diversified exposure to global stocks.
This product focuses on tracking the performance of the FTSE Global All Cap Index, which encompasses a broad range of stocks across all market capitalizations from both developed and emerging markets. The company employs a strategy that aims to fully replicate the index or hold a representative sample of securities to closely match the index's risk factors and characteristics.
Through its indexing strategy, the company offers investors a straightforward and efficient way to gain exposure to global equity markets. This service is particularly appealing for those looking to diversify their investment portfolio across a wide array of geographic locations and industries without the need to select individual stocks.