Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
GI
Gradient Investments’s
Vanguard Total World Stock ETF
VT
Stock Holding History
Gradient Investments’s Portfolio
VT Stock Details
VT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-521
Closed
-$58.7K
–
1273
2024
Q2
$58.7K
Hold
521
–
–
﹤0.01%
474
2024
Q1
$57.6K
Hold
521
–
–
﹤0.01%
419
2023
Q4
$53.6K
Buy
+521
New
+$50.1K
﹤0.01%
530
2022
Q4
–
Sell
-97
Closed
-$8K
–
1669
2022
Q3
$8K
Buy
97
+71
+273%
+$6.24K
﹤0.01%
860
2022
Q2
$2K
Sell
26
-2
-7%
-$185
﹤0.01%
1082
2022
Q1
$3K
Hold
28
–
–
﹤0.01%
999
2021
Q4
$3K
Hold
28
–
–
﹤0.01%
1034
2021
Q3
$3K
Hold
28
–
–
﹤0.01%
975
2021
Q2
$3K
Hold
28
–
–
﹤0.01%
974
2021
Q1
$3K
Buy
28
+2
+8%
+$192
﹤0.01%
978
2020
Q4
$2K
Hold
26
–
–
﹤0.01%
993
2020
Q3
$2K
Hold
26
–
–
﹤0.01%
998
2020
Q2
$2K
Hold
26
–
–
﹤0.01%
925
2020
Q1
$2K
Sell
26
-20
-43%
-$1.51K
﹤0.01%
942
2019
Q4
$4K
Buy
46
+26
+130%
+$2.02K
﹤0.01%
866
2019
Q3
$1K
Buy
+20
New
+$1.49K
﹤0.01%
1056
2017
Q3
–
Sell
-58
Closed
-$4K
–
705
2017
Q2
$4K
Sell
58
-70
-55%
-$4.68K
﹤0.01%
628
2017
Q1
$8K
Buy
+128
New
+$8.19K
﹤0.01%
550
Other funds holding VT
RIM
Rakuten Investment Management
Tokyo, Japan
$49.2B AUM
TTSTC
Texas Treasury Safekeeping Trust Company
Austin, Texas
$620M AUM
16.24%
1-Year Est. Return
CA
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
PCIG
Partners Capital Investment Group
Boston, Massachusetts
$2.65B AUM
16.42%
1-Year Est. Return
Rockefeller Capital Management
New York
$56.4B AUM
24.96%
1-Year Est. Return
BT
Brandywine Trust
Hockessin, Delaware
$552M AUM
5.23%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
NL
NEPC LLC
Boston, Massachusetts
$5.02B AUM
7.87%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close