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Herold Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Herold Advisors’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
Q3 		– Sell
-3,961
Closed -$509K – 312
2025
Q2 		$509K Sell
3,961
-1,185
-23% -$142K 0.11% 189
2025
Q1 		$597K Buy
5,146
+16
+0.3% +$1.92K 0.13% 166
2024
Q4 		$603K Buy
5,130
+38
+0.7% +$4.56K 0.13% 167
2024
Q3 		$610K Buy
5,092
+18
+0.4% +$2.07K 0.13% 169
2024
Q2 		$572K Buy
5,074
+26
+0.5% +$2.87K 0.13% 166
2024
Q1 		$558K Buy
+5,048
New +$534K 0.13% 167

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Herold Advisors's VT Position: Q3 2025 in Review

Herold Advisors sold out of Vanguard Total World Stock ETF (VT) in Q3 2025, closing a stake of 3,961 shares — an estimated $509K sold.

Herold Advisors first reported a position in VT in Q1 2024 and held it in 6 quarters. The position peaked at $610K in Q3 2024. 1,094 funds tracked by Wall St. Rank hold VT as of Q3 2025.

  • Herold Advisors reported no remaining Vanguard Total World Stock ETF position as of Q3 2025 after selling out during the quarter.
  • Herold Advisors sold 3,961 Vanguard Total World Stock ETF shares in Q3 2025, an estimated $509K.
  • Herold Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2024 and held it in 6 quarters.
  • Herold Advisors's Vanguard Total World Stock ETF position peaked at $610K in Q3 2024.
  • 1,094 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2025.

Based on Herold Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.