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

Dakota 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
-6,339
Closed -$735K – 812
2025
Q1 		$735K Buy
6,339
+46
+0.7% +$5.5K 0.02% 433
2024
Q4 		$739K Hold
6,293
– – 0.02% 426
2024
Q3 		$753K Hold
6,293
– – 0.02% 422
2024
Q2 		$709K Sell
6,293
-3,023
-32% -$333K 0.02% 437
2024
Q1 		$1.03M Buy
+9,316
New +$985K 0.03% 362
2022
Q3 		– Sell
-3,525
Closed -$301K – 620
2022
Q2 		$301K Sell
3,525
-980
-22% -$90.6K 0.03% 373
2022
Q1 		$456K Sell
4,505
-135
-3% -$13.7K 0.04% 298
2021
Q4 		$498K Sell
4,640
-20
-0.4% -$2.13K 0.05% 237
2021
Q3 		$475K Buy
4,660
+530
+13% +$55.6K 0.05% 234
2021
Q2 		$428K Buy
+4,130
New +$421K 0.05% 241

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

Dakota Wealth Management's VT Position: Q2 2025 in Review

Dakota Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q2 2025, closing a stake of 6,339 shares — an estimated $735K sold.

Dakota Wealth Management first reported a position in VT in Q2 2021 and held it in 10 quarters. The position peaked at $1.03M in Q1 2024. 1,029 funds tracked by Wall St. Rank hold VT as of Q2 2025.

  • Dakota Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q2 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 6,339 Vanguard Total World Stock ETF shares in Q2 2025, an estimated $735K.
  • Dakota Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2021 and held it in 10 quarters.
  • Dakota Wealth Management's Vanguard Total World Stock ETF position peaked at $1.03M in Q1 2024.
  • 1,029 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2025.

Based on Dakota Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.