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Eight 31 Financial’s Vanguard Total World Stock ETF VT Stock Holding History

Eight 31 Financial’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
Q1 		– Sell
-3,540
Closed -$416K – 76
2024
Q4 		$416K Sell
3,540
-242
-6% -$29K 0.31% 45
2024
Q3 		$453K Sell
3,782
-3,905
-51% -$449K 0.35% 42
2024
Q2 		$866K Sell
7,687
-11,910
-61% -$1.31M 0.66% 29
2024
Q1 		$2.17M Sell
19,597
-16,594
-46% -$1.75M 1.34% 13
2023
Q4 		$3.72M Buy
+36,191
New +$3.48M 2.28% 10

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
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
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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Eight 31 Financial's VT Position: Q1 2025 in Review

Eight 31 Financial sold out of Vanguard Total World Stock ETF (VT) in Q1 2025, closing a stake of 3,540 shares — an estimated $416K sold.

Eight 31 Financial first reported a position in VT in Q4 2023 and held it in 5 quarters. The position peaked at $3.72M in Q4 2023. 1,019 funds tracked by Wall St. Rank hold VT as of Q1 2025.

  • Eight 31 Financial reported no remaining Vanguard Total World Stock ETF position as of Q1 2025 after selling out during the quarter.
  • Eight 31 Financial sold 3,540 Vanguard Total World Stock ETF shares in Q1 2025, an estimated $416K.
  • Eight 31 Financial first reported a position in Vanguard Total World Stock ETF in Q4 2023 and held it in 5 quarters.
  • Eight 31 Financial's Vanguard Total World Stock ETF position peaked at $3.72M in Q4 2023.
  • 1,019 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2025.

Based on Eight 31 Financial's 13F filing for Q1 2025, filed 15 May 2025.