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Carolinas Wealth Consulting’s Vanguard Total World Stock ETF VT Stock Holding History

Carolinas Wealth Consulting’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
-1,710
Closed -$198K – 940
2025
Q1 		$198K Buy
1,710
+300
+21% +$35.9K 0.04% 177
2024
Q4 		$166K Sell
1,410
-66
-4% -$7.92K 0.03% 200
2024
Q3 		$177K Buy
1,476
+89
+6% +$10.2K 0.03% 192
2024
Q2 		$156K Buy
1,387
+1
+0.1% +$110 0.03% 203
2024
Q1 		$153K Buy
1,386
+1,201
+649% +$127K 0.03% 205
2023
Q4 		$19.1K Hold
185
– – ﹤0.01% 450
2023
Q3 		$16.7K Sell
185
-3
-2% -$291 ﹤0.01% 453
2023
Q2 		$18.3K Hold
188
– – ﹤0.01% 494
2023
Q1 		$17.3K Buy
188
+1
+0.5% +$91 ﹤0.01% 518
2022
Q4 		$16.1K Buy
187
+68
+57% +$5.81K ﹤0.01% 536
2022
Q3 		$9K Buy
119
+1
+0.8% +$88 ﹤0.01% 590
2022
Q2 		$10K Hold
118
– – ﹤0.01% 581
2022
Q1 		$12K Buy
118
+1
+0.9% +$101 ﹤0.01% 585
2021
Q4 		$13K Hold
117
– – ﹤0.01% 582
2021
Q3 		$12K Buy
117
+1
+0.9% +$105 ﹤0.01% 563
2021
Q2 		$12K Hold
116
– – ﹤0.01% 589
2021
Q1 		$11K Sell
116
-820
-88% -$78.9K ﹤0.01% 610
2020
Q4 		$87K Sell
936
-66
-7% -$5.72K 0.02% 251
2020
Q3 		$81K Sell
1,002
-38
-4% -$3.05K 0.03% 218
2020
Q2 		$78K Sell
1,040
-209
-17% -$14.7K 0.03% 167
2020
Q1 		$78K Buy
+1,249
New +$94.1K 0.04% 115

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 $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Carolinas Wealth Consulting's VT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Total World Stock ETF (VT) in Q2 2025, closing a stake of 1,710 shares — an estimated $198K sold.

Carolinas Wealth Consulting first reported a position in VT in Q1 2020 and held it in 21 quarters. The position peaked at $198K in Q1 2025. 1,031 funds tracked by Wall St. Rank hold VT as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard Total World Stock ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,710 Vanguard Total World Stock ETF shares in Q2 2025, an estimated $198K.
  • Carolinas Wealth Consulting first reported a position in Vanguard Total World Stock ETF in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Vanguard Total World Stock ETF position peaked at $198K in Q1 2025.
  • 1,031 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.