Global Financial Private Client’s Vanguard Total World Stock ETF VT Stock Holding History

Global Financial Private Client’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	-111	Closed	-$12.9K	–	1567
2025 Q1	$12.9K	Hold	111	–	–	﹤0.01%	525
2024 Q4	$13K	Hold	111	–	–	﹤0.01%	499
2024 Q3	$13.3K	Hold	111	–	–	0.01%	495
2024 Q2	$12.5K	Hold	111	–	–	0.01%	426
2024 Q1	$12.2K	Hold	111	–	–	0.01%	439
2023 Q4	$11.4K	Hold	111	–	–	0.01%	443
2023 Q3	$10.3K	Hold	111	–	–	0.01%	435
2023 Q2	$10.8K	Buy	+111	New	+$10.4K	0.01%	426
2020 Q1	–	Sell	-70	Closed	-$5.67K	–	558
2019 Q4	$5.67K	Buy	+70	New	+$5.45K	﹤0.01%	411

Other funds holding VT

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Global Financial Private Client's VT Position: Q2 2025 in Review

Global Financial Private Client sold out of Vanguard Total World Stock ETF (VT) in Q2 2025, closing a stake of 111 shares — an estimated $12.9K sold.

Global Financial Private Client first reported a position in VT in Q4 2019 and held it in 9 quarters. The position peaked at $13.3K in Q3 2024. 1,029 funds tracked by Wall St. Rank hold VT as of Q2 2025.

Global Financial Private Client reported no remaining Vanguard Total World Stock ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 111 Vanguard Total World Stock ETF shares in Q2 2025, an estimated $12.9K.
Global Financial Private Client first reported a position in Vanguard Total World Stock ETF in Q4 2019 and held it in 9 quarters.
Global Financial Private Client's Vanguard Total World Stock ETF position peaked at $13.3K in Q3 2024.
1,029 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.