Avantax Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History

Avantax Advisory Services’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	$11.8M	Buy	91,983 +8,291	+10%	+$992K	0.07%	237
2025 Q1	$9.7M	Sell	83,692 -4,921	-6%	-$589K	0.06%	255
2024 Q4	$10.4M	Sell	88,613 -2,748	-3%	-$330K	0.07%	217
2024 Q3	$10.9M	Buy	91,361 +52,937	+138%	+$6.09M	0.07%	203
2024 Q2	$4.33M	Buy	38,424 +5,163	+16%	+$569K	0.03%	415
2024 Q1	$3.68M	Buy	33,261 +4,212	+14%	+$445K	0.03%	382
2023 Q4	$2.99M	Buy	29,049 +2,187	+8%	+$210K	0.03%	401
2023 Q3	$2.5M	Buy	26,862 +17,004	+172%	+$1.65M	0.03%	399
2023 Q2	$956K	Buy	9,858 +4,369	+80%	+$410K	0.01%	697
2023 Q1	$506K	Buy	5,489 +2,547	+87%	+$231K	0.01%	912
2022 Q4	$254K	Buy	2,942 +44	+2%	+$3.76K	﹤0.01%	1194
2022 Q3	$229K	Buy	2,898 +198	+7%	+$17.4K	﹤0.01%	1138
2022 Q2	$230K	Buy	2,700 +111	+4%	+$10.3K	﹤0.01%	1144
2022 Q1	$260K	Buy	2,589 +709	+38%	+$71.8K	﹤0.01%	1078
2021 Q4	$202K	Buy	+1,880	New	+$200K	﹤0.01%	1170
2020 Q4	–	Sell	-8,850	Closed	-$715K	–	1355
2020 Q3	$715K	Buy	+8,850	New	+$710K	0.01%	661
2020 Q1	–	Sell	-4,517	Closed	-$366K	–	898
2019 Q4	$366K	Buy	4,517 +20	+0.4%	+$1.56K	0.01%	570
2019 Q3	$337K	Buy	4,497 +62	+1%	+$4.63K	0.01%	408
2019 Q2	$333K	Sell	4,435 -205	-4%	-$15.2K	0.01%	377
2019 Q1	$340K	Buy	4,640 +1	+0%	+$71	0.02%	332
2018 Q4	$304K	Buy	+4,639	New	+$325K	0.05%	297

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

Avantax Advisory Services's VT Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard Total World Stock ETF (VT) stake by 9.9% in Q2 2025, buying an estimated $992K and bringing the position to 91,983 shares worth $11.8M. The position accounts for 0.07% of the portfolio, ranked #237.

Avantax Advisory Services first reported a position in VT in Q4 2018 and has held it in 21 quarters since. 1,030 funds tracked by Wall St. Rank hold VT as of Q2 2025.

Avantax Advisory Services held 91,983 shares of Vanguard Total World Stock ETF worth $11.8M as of Q2 2025.
Avantax Advisory Services bought 8,291 Vanguard Total World Stock ETF shares in Q2 2025, an estimated $992K.
Vanguard Total World Stock ETF made up 0.07% of Avantax Advisory Services's portfolio in Q2 2025, its #237 holding.
Avantax Advisory Services first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 21 quarters since.
1,030 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.