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Caldwell Trust’s Vanguard Total World Stock ETF VT Stock Holding History

Caldwell Trust’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
-79
Closed -$9.16K – 763
2025
Q1 		$9.16K Buy
79
+35
+80% +$4.19K ﹤0.01% 642
2024
Q4 		$5.17K Hold
44
– – ﹤0.01% 650
2024
Q3 		$5.27K Hold
44
– – ﹤0.01% 649
2024
Q2 		$4.96K Hold
44
– – ﹤0.01% 650
2024
Q1 		$4.86K Hold
44
– – ﹤0.01% 665
2023
Q4 		$4.53K Hold
44
– – ﹤0.01% 656
2023
Q3 		$4.1K Hold
44
– – ﹤0.01% 657
2023
Q2 		$4.27K Hold
44
– – ﹤0.01% 684
2023
Q1 		$4.05K Hold
44
– – ﹤0.01% 675
2022
Q4 		$3.79K Hold
44
– – ﹤0.01% 675
2022
Q3 		$3.47K Hold
44
– – ﹤0.01% 677
2022
Q2 		$3.75K Hold
44
– – ﹤0.01% 699
2022
Q1 		$4.46K Hold
44
– – ﹤0.01% 694
2021
Q4 		$4.73K Sell
44
-2
-4% -$213 ﹤0.01% 682
2021
Q3 		$4.68K Hold
46
– – ﹤0.01% 678
2021
Q2 		$4.77K Hold
46
– – ﹤0.01% 686
2021
Q1 		$4.47K Hold
46
– – ﹤0.01% 678
2020
Q4 		$4.26K Hold
46
– – ﹤0.01% 683
2020
Q3 		$3.71K Sell
46
-3
-6% -$241 ﹤0.01% 680
2020
Q2 		$3.67K Sell
49
-250
-84% -$17.6K ﹤0.01% 712
2020
Q1 		$18.8K Hold
299
– – ﹤0.01% 559
2019
Q4 		$24.2K Buy
+299
New +$23.3K ﹤0.01% 563

Other funds holding VT

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return