Estate Counselors, LLC Vanguard Total World Stk Index Transaction History

Estate Counselors, LLC

$373 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 15, 2018	SELL	N/A	-96,500 Closed	0 $0
Q2 2018 Aug 08, 2018	BUY	N/A	1,500 Added 1.58%	96,500 $7.08 Million
Q1 2018 Apr 13, 2018	BUY	N/A	95,000 New	95,000 $7 Million

Others Institutions Holding VT

# of Institutions

1,025

Shares Held

87.4M

Call Options Held

149K

Put Options Held

44.9K

Texas Treasury Safekeeping Trust CO Austin, TX

11.8M
Shares

$1.43 Billion
50.12% of portfolio
Cambridge Associates LLC Boston, MA

4.18M
Shares

$505 Million
18.74% of portfolio
Morgan Stanley New York, NY

4.04M
Shares

$489 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

2.43M
Shares

$294 Million
0.02% of portfolio
Partners Capital Investment Group, LLP Boston, MA

2.41M
Shares

$291 Million
4.91% of portfolio

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Estate Counselors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Estate Counselors, LLC with notifications on news.