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Arete Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Arete Wealth 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
2025
Q4 		– Sell
-14,050
Closed -$1.94M – 759
2025
Q3 		$1.94M Buy
14,050
+11,844
+537% +$1.57M 0.12% 171
2025
Q2 		$284K Buy
2,206
+85
+4% +$10.2K 0.02% 580
2025
Q1 		$246K Buy
+2,121
New +$254K 0.02% 607
2024
Q3 		– Sell
-18,323
Closed -$2.06M – 834
2024
Q2 		$2.06M Buy
18,323
+1,271
+7% +$140K 0.17% 123
2024
Q1 		$1.88M Buy
17,052
+1,275
+8% +$135K 0.17% 138
2023
Q4 		$1.62M Buy
15,777
+119
+0.8% +$11.5K 0.12% 171
2023
Q3 		$1.46M Sell
15,658
-341
-2% -$33.1K 0.25% 88
2023
Q2 		$1.55M Sell
15,999
-53
-0.3% -$4.97K 0.14% 154
2023
Q1 		$1.48M Buy
+16,052
New +$1.45M 0.12% 157
2022
Q4 		– Sell
-15,388
Closed -$1.21M – 715
2022
Q3 		$1.21M Buy
15,388
+6,327
+70% +$556K 0.12% 152
2022
Q2 		$453K Buy
9,061
+4,786
+112% +$443K 0.05% 263
2022
Q1 		$433K Buy
4,275
+1,032
+32% +$105K 0.04% 309
2021
Q4 		$350K Buy
3,243
+919
+40% +$97.6K 0.03% 357
2021
Q3 		$237K Sell
2,324
-2
-0.1% -$210 0.03% 373
2021
Q2 		$241K Buy
2,326
+21
+0.9% +$2.14K 0.03% 298
2021
Q1 		$224K Buy
2,305
+39
+2% +$3.75K 0.03% 370
2020
Q4 		$210K Buy
+2,266
New +$197K 0.03% 373
2020
Q1 		– Sell
-2,909
Closed -$236K – 415
2019
Q4 		$236K Buy
2,909
+2
+0.1% +$156 0.04% 342
2019
Q3 		$218K Buy
2,907
+1
+0% +$75 0.04% 354
2019
Q2 		$218K Buy
+2,906
New +$215K 0.04% 352

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Arete Wealth Advisors's VT Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Vanguard Total World Stock ETF (VT) in Q4 2025, closing a stake of 14,050 shares — an estimated $1.94M sold.

Arete Wealth Advisors first reported a position in VT in Q2 2019 and held it in 20 quarters. The position peaked at $2.06M in Q2 2024. 1,211 funds tracked by Wall St. Rank hold VT as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Vanguard Total World Stock ETF position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 14,050 Vanguard Total World Stock ETF shares in Q4 2025, an estimated $1.94M.
  • Arete Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2019 and held it in 20 quarters.
  • Arete Wealth Advisors's Vanguard Total World Stock ETF position peaked at $2.06M in Q2 2024.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.