Advisor Resource Council’s Vanguard Total World Stock ETF VT Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-36,709	Closed	-$4.26M	–	589
2025 Q1	$4.26M	Buy	+36,709	New	+$4.39M	0.34%	76
2024 Q1	–	Sell	-34,057	Closed	-$3.5M	–	526
2023 Q4	$3.5M	Buy	+34,057	New	+$3.28M	0.41%	63
2022 Q3	–	Sell	-36,458	Closed	-$3.11M	–	498
2022 Q2	$3.11M	Buy	+36,458	New	+$3.37M	0.29%	68
2022 Q1	–	Sell	-36,103	Closed	-$3.88M	–	548
2021 Q4	$3.88M	Buy	+36,103	New	+$3.84M	0.3%	70
2021 Q3	–	Sell	-30,574	Closed	-$3.17M	–	494
2021 Q2	$3.17M	Buy	+30,574	New	+$3.12M	0.33%	66

Other funds holding VT

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Advisor Resource Council's VT Position: Q2 2025 in Review

Advisor Resource Council sold out of Vanguard Total World Stock ETF (VT) in Q2 2025, closing a stake of 36,709 shares — an estimated $4.26M sold.

Advisor Resource Council first reported a position in VT in Q2 2021 and held it in 5 quarters. The position peaked at $4.26M in Q1 2025. 1,029 funds tracked by Wall St. Rank hold VT as of Q2 2025.

Advisor Resource Council reported no remaining Vanguard Total World Stock ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 36,709 Vanguard Total World Stock ETF shares in Q2 2025, an estimated $4.26M.
Advisor Resource Council first reported a position in Vanguard Total World Stock ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Vanguard Total World Stock ETF position peaked at $4.26M in Q1 2025.
1,029 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.