VT β€” VANGUARD TOTAL WORLD STOCK ETF

Ownership history in Syntrinsic LLC  Β·  2 quarters on record

AI Ownership Summary

Syntrinsic LLC reported VANGUARD TOTAL WORLD STOCK ETF (VT) in 2 quarterly 13F filings from 2024 Q2 through 2024 Q3. Peak portfolio weight reached 0.2% in 2024 Q3. The latest visible filing shows VT at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Syntrinsic LLC's position in VANGUARD TOTAL WORLD STOCK ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

VT was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Syntrinsic LLC held VT β€” position size vs. price
% of Fund (quarterly)    VT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED 5,527 +974 +21.4% 0.20% $616K 2024-11-14 (Est.) $116.25
2024 Q2 INITIATED 4,553 β€” β€” 0.19% $397K 2024-08-08 $106.99

FAQ About Syntrinsic LLC and VT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Syntrinsic LLC reported owning VT?

Syntrinsic LLC reported VT across 2 quarterly 13F filings, from 2024 Q2 through 2024 Q3.

What was the largest reported VT position in Syntrinsic LLC's portfolio?

The largest reported portfolio weight for VT was 0.20% in 2024 Q3.

What is the latest reported VT position on this page?

The most recent filing on this page is 2024 Q3, when Syntrinsic LLC reported 5,527 shares, equal to 0.20% of portfolio, with an estimated market value of $616K.

What does the chart on this VT ownership page compare?

The chart compares Syntrinsic LLC's quarterly VT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Syntrinsic LLC Holdings