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Brass Tax Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Brass Tax Wealth 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
Q3 		$700K Buy
5,079
+1,922
+61% +$255K 0.12% 94
2025
Q2 		$406K Sell
3,157
-230
-7% -$27.5K 0.08% 132
2025
Q1 		$393K Buy
+3,387
New +$405K 0.08% 122

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Brass Tax Wealth Management's VT Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 61% in Q3 2025, buying an estimated $255K and bringing the position to 5,079 shares worth $700K. The position accounts for 0.12% of the portfolio, ranked #94.

Brass Tax Wealth Management first reported a position in VT in Q1 2025 and has held it in 3 quarters since. 1,091 funds tracked by Wall St. Rank hold VT as of Q3 2025.

  • Brass Tax Wealth Management held 5,079 shares of Vanguard Total World Stock ETF worth $700K as of Q3 2025.
  • Brass Tax Wealth Management bought 1,922 Vanguard Total World Stock ETF shares in Q3 2025, an estimated $255K.
  • Vanguard Total World Stock ETF made up 0.12% of Brass Tax Wealth Management's portfolio in Q3 2025, its #94 holding.
  • Brass Tax Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,091 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.