BluePointe Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

BluePointe Capital Management’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 Q1	$2.12M	Buy	18,247 +6,700	+58%	+$802K	0.81%	34
2024 Q4	$1.36M	Sell	11,547 -688	-6%	-$82.6K	0.78%	39
2024 Q3	$1.46M	Hold	12,235	–	–	0.95%	34
2024 Q2	$1.38M	Sell	12,235 -1,093	-8%	-$121K	0.92%	32
2024 Q1	$1.47M	Hold	13,328	–	–	1.01%	32
2023 Q4	$1.37M	Buy	+13,328	New	+$1.28M	1.04%	31

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

BluePointe Capital Management's VT Position: Q1 2025 in Review

BluePointe Capital Management increased its Vanguard Total World Stock ETF (VT) stake by 58% in Q1 2025, buying an estimated $802K and bringing the position to 18,247 shares worth $2.12M. The position accounts for 0.81% of the portfolio, ranked #34.

BluePointe Capital Management first reported a position in VT in Q4 2023 and has held it in 6 quarters since. 1,019 funds tracked by Wall St. Rank hold VT as of Q1 2025.

BluePointe Capital Management held 18,247 shares of Vanguard Total World Stock ETF worth $2.12M as of Q1 2025.
BluePointe Capital Management bought 6,700 Vanguard Total World Stock ETF shares in Q1 2025, an estimated $802K.
Vanguard Total World Stock ETF made up 0.81% of BluePointe Capital Management's portfolio in Q1 2025, its #34 holding.
BluePointe Capital Management first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 6 quarters since.
1,019 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2025.

Based on BluePointe Capital Management's 13F filing for Q1 2025, filed 2 May 2025.