Creekmur Asset Management’s Vanguard Total World Stock ETF VT Stock Holding History

Creekmur Asset 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 Q3	$345K	Hold	2,500	–	–	0.06%	150
2025 Q2	$321K	Hold	2,500	–	–	0.06%	174
2025 Q1	$290K	Sell	2,500 -121	-5%	-$14.5K	0.06%	153
2024 Q4	$308K	Hold	2,621	–	–	0.07%	99
2024 Q3	$314K	Hold	2,621	–	–	0.07%	92
2024 Q2	$295K	Sell	2,621 -269	-9%	-$29.7K	0.08%	98
2024 Q1	$319K	Buy	2,890 +132	+5%	+$14K	0.11%	86
2023 Q4	$284K	Buy	+2,758	New	+$265K	0.09%	110

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Creekmur Asset Management's VT Position: Q3 2025 in Review

Creekmur Asset Management held its Vanguard Total World Stock ETF (VT) position steady in Q3 2025 at 2,500 shares worth $345K. The position accounts for 0.06% of the portfolio, ranked #150.

Creekmur Asset Management first reported a position in VT in Q4 2023 and has held it in 8 quarters since. 1,094 funds tracked by Wall St. Rank hold VT as of Q3 2025.

Creekmur Asset Management held 2,500 shares of Vanguard Total World Stock ETF worth $345K as of Q3 2025.
Creekmur Asset Management left its Vanguard Total World Stock ETF share count unchanged in Q3 2025.
Vanguard Total World Stock ETF made up 0.06% of Creekmur Asset Management's portfolio in Q3 2025, its #150 holding.
Creekmur Asset Management first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 8 quarters since.
1,094 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.