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

Capital A 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
Q2 		– Sell
-378
Closed -$43.8K – 830
2025
Q1 		$43.8K Sell
378
-39
-9% -$4.67K 0.05% 161
2024
Q4 		$49K Buy
+417
New +$50.1K 0.08% 157

Other funds holding VT

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Capital A Wealth Management's VT Position: Q2 2025 in Review

Capital A Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q2 2025, closing a stake of 378 shares — an estimated $43.8K sold.

Capital A Wealth Management first reported a position in VT in Q4 2024 and held it in 2 quarters. The position peaked at $49K in Q4 2024. 1,032 funds tracked by Wall St. Rank hold VT as of Q2 2025.

  • Capital A Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 378 Vanguard Total World Stock ETF shares in Q2 2025, an estimated $43.8K.
  • Capital A Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Vanguard Total World Stock ETF position peaked at $49K in Q4 2024.
  • 1,032 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.