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

Cedar 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
2024
Q4 		– Sell
-100
Closed -$12K – 258
2024
Q3 		$12K Hold
100
– – ﹤0.01% 211
2024
Q2 		$11.3K Hold
100
– – ﹤0.01% 226
2024
Q1 		$11.1K Hold
100
– – ﹤0.01% 251
2023
Q4 		$10.3K Hold
100
– – ﹤0.01% 224
2023
Q3 		$9.32K Hold
100
– – ﹤0.01% 231
2023
Q2 		$9.7K Hold
100
– – ﹤0.01% 242
2023
Q1 		$9.21K Hold
100
– – ﹤0.01% 233
2022
Q4 		$8.62K Hold
100
– – ﹤0.01% 231
2022
Q3 		$8K Hold
100
– – ﹤0.01% 264
2022
Q2 		$9K Hold
100
– – ﹤0.01% 268
2022
Q1 		$10K Hold
100
– – ﹤0.01% 293
2021
Q4 		$11K Hold
100
– – ﹤0.01% 284
2021
Q3 		$10K Hold
100
– – ﹤0.01% 231
2021
Q2 		$10K Hold
100
– – ﹤0.01% 234
2021
Q1 		$10K Hold
100
– – 0.01% 207
2020
Q4 		$9K Hold
100
– – ﹤0.01% 200
2020
Q3 		$8K Buy
+100
New +$8.03K 0.01% 194
2018
Q1 		– Sell
-23,405
Closed -$1.74M – 140
2017
Q4 		$1.74M Buy
23,405
+9,727
+71% +$707K 1.04% 9
2017
Q3 		$967K Buy
+13,678
New +$948K 0.57% 12

Other funds holding VT

TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Cedar Wealth Management's VT Position: Q4 2024 in Review

Cedar Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q4 2024, closing a stake of 100 shares — an estimated $12K sold.

Cedar Wealth Management first reported a position in VT in Q3 2017 and held it in 19 quarters. The position peaked at $1.74M in Q4 2017. 1,014 funds tracked by Wall St. Rank hold VT as of Q4 2024.

  • Cedar Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 100 Vanguard Total World Stock ETF shares in Q4 2024, an estimated $12K.
  • Cedar Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2017 and held it in 19 quarters.
  • Cedar Wealth Management's Vanguard Total World Stock ETF position peaked at $1.74M in Q4 2017.
  • 1,014 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.