Creative Capital Management Investments’s Vanguard Total World Stock ETF VT Stock Holding History

Creative Capital Management Investments’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	-183	Closed	-$21.9K	–	290
2024 Q3	$21.9K	Buy	183 +1	+0.5%	+$115	0.01%	132
2024 Q2	$20.5K	Buy	+182	New	+$20.1K	0.01%	129
2023 Q3	–	Sell	-1,873	Closed	-$182K	–	256
2023 Q2	$182K	Sell	1,873 -942	-33%	-$88.3K	0.13%	40
2023 Q1	$259K	Hold	2,815	–	–	0.19%	37
2022 Q4	$243K	Buy	+2,815	New	+$240K	0.21%	32

Other funds holding VT

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Creative Capital Management Investments's VT Position: Q4 2024 in Review

Creative Capital Management Investments sold out of Vanguard Total World Stock ETF (VT) in Q4 2024, closing a stake of 183 shares — an estimated $21.9K sold.

Creative Capital Management Investments first reported a position in VT in Q4 2022 and held it in 5 quarters. The position peaked at $259K in Q1 2023. 1,014 funds tracked by Wall St. Rank hold VT as of Q4 2024.

Creative Capital Management Investments reported no remaining Vanguard Total World Stock ETF position as of Q4 2024 after selling out during the quarter.
Creative Capital Management Investments sold 183 Vanguard Total World Stock ETF shares in Q4 2024, an estimated $21.9K.
Creative Capital Management Investments first reported a position in Vanguard Total World Stock ETF in Q4 2022 and held it in 5 quarters.
Creative Capital Management Investments's Vanguard Total World Stock ETF position peaked at $259K in Q1 2023.
1,014 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2024.

Based on Creative Capital Management Investments's 13F filing for Q4 2024, filed 31 Jan 2025.