Novak & Powell Financial Services Inc. Increases Holdings in Vanguard Total World Stock ETF $VT

Novak & Powell Financial Services Inc. increased its stake in Vanguard Total World Stock ETF (NYSEARCA:VT) by 11.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 34,607 shares of the exchange traded fund’s stock after purchasing an additional 3,601 shares during the quarter. Vanguard Total World Stock ETF makes up approximately 2.5% of Novak & Powell Financial Services Inc.’s investment portfolio, making the stock its 8th biggest position. Novak & Powell Financial Services Inc.’s holdings in Vanguard Total World Stock ETF were worth $4,882,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of the stock. Schroder Investment Management Group raised its holdings in Vanguard Total World Stock ETF by 87.6% in the 3rd quarter. Schroder Investment Management Group now owns 6,918,355 shares of the exchange traded fund’s stock worth $950,444,000 after purchasing an additional 3,230,070 shares during the period. US Bancorp DE raised its holdings in Vanguard Total World Stock ETF by 6.6% in the 4th quarter. US Bancorp DE now owns 4,237,931 shares of the exchange traded fund’s stock worth $597,825,000 after purchasing an additional 263,745 shares during the period. Northern Trust Corp raised its holdings in Vanguard Total World Stock ETF by 2.2% in the 3rd quarter. Northern Trust Corp now owns 2,676,691 shares of the exchange traded fund’s stock worth $368,848,000 after purchasing an additional 58,720 shares during the period. Bank of America Corp DE raised its stake in Vanguard Total World Stock ETF by 3.2% during the 3rd quarter. Bank of America Corp DE now owns 2,583,531 shares of the exchange traded fund’s stock worth $356,011,000 after acquiring an additional 79,428 shares during the period. Finally, New England Private Wealth Advisors LLC lifted its holdings in Vanguard Total World Stock ETF by 1,960.2% during the fourth quarter. New England Private Wealth Advisors LLC now owns 2,355,843 shares of the exchange traded fund’s stock valued at $332,858,000 after purchasing an additional 2,241,492 shares in the last quarter.

Vanguard Total World Stock ETF Price Performance

Shares of NYSEARCA:VT opened at $157.16 on Thursday. Vanguard Total World Stock ETF has a 1-year low of $122.20 and a 1-year high of $157.63. The company has a market capitalization of $71.12 billion, a P/E ratio of 20.34 and a beta of 0.92. The firm’s 50 day simple moving average is $147.48 and its two-hundred day simple moving average is $144.61.

About Vanguard Total World Stock ETF

Vanguard Total World Stock Index Fund ETF (the Fund) is an open-end investment company. The Fund seeks to track the performance of the FTSE Global All Cap Index, which covers both well-established and still-developing markets. The Fund invests in both foreign and the United States stocks. The fund offers three classes of shares: Investor Shares, Institutional Shares, and ETF Shares. As of April 30, 2012, the Fund invests in sectors, such as consumer discretionary, consumer staples, energy, financials, healthcare, industrials, information technology, materials, telecommunication services and utilities.