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AA Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

AA Financial Advisors’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
2026
Q1 		$18M Sell
130,162
-40,557
-24% -$5.83M 2.54% 9
2025
Q4 		$24.1M Sell
170,719
-12,808
-7% -$1.79M 4.45% 3
2025
Q3 		$25.3M Buy
183,527
+7,526
+4% +$1M 4.97% 3
2025
Q2 		$22.6M Buy
176,001
+19,418
+12% +$2.32M 4.87% 3
2025
Q1 		$18.2M Buy
156,583
+150,825
+2,619% +$18M 4.43% 3
2024
Q4 		$676K Buy
+5,758
New +$691K 0.18% 82

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return