HAFG
VT icon

Hansen & Associates Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History

Hansen & Associates Financial Group’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
2024
Q4 		– Sell
-14,792
Closed -$1.77M – 25
2024
Q3 		$1.77M Buy
14,792
+10,882
+278% +$1.25M 0.93% 12
2024
Q2 		$436K Buy
+3,910
New +$431K 0.23% 12

Other funds holding VT

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Hansen & Associates Financial Group's VT Position: Q4 2024 in Review

Hansen & Associates Financial Group sold out of Vanguard Total World Stock ETF (VT) in Q4 2024, closing a stake of 14,792 shares — an estimated $1.77M sold.

Hansen & Associates Financial Group first reported a position in VT in Q2 2024 and held it in 2 quarters. The position peaked at $1.77M in Q3 2024. 1,014 funds tracked by Wall St. Rank hold VT as of Q4 2024.

  • Hansen & Associates Financial Group reported no remaining Vanguard Total World Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Hansen & Associates Financial Group sold 14,792 Vanguard Total World Stock ETF shares in Q4 2024, an estimated $1.77M.
  • Hansen & Associates Financial Group first reported a position in Vanguard Total World Stock ETF in Q2 2024 and held it in 2 quarters.
  • Hansen & Associates Financial Group's Vanguard Total World Stock ETF position peaked at $1.77M in Q3 2024.
  • 1,014 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2024.

Based on Hansen & Associates Financial Group's 13F filing for Q4 2024, filed 23 Jan 2025.