Householder Group Estate & Retirement Specialist’s Vanguard Total World Stock ETF VT Stock Holding History

Householder Group Estate & Retirement Specialist’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	-888	Closed	-$106K	–	1214
2024 Q3	$106K	Buy	888 +2	+0.2%	+$230	0.03%	344
2024 Q2	$99K	Buy	886 +2	+0.2%	+$221	0.03%	355
2024 Q1	$97.8K	Buy	884 +1	+0.1%	+$106	0.03%	349
2023 Q4	$90K	Buy	883 +514	+139%	+$49.5K	0.03%	349
2023 Q3	$34.4K	Buy	+369	New	+$35.8K	0.01%	521
2023 Q1	$34K	Buy	+366	New	+$33.1K	0.01%	519
2022 Q4	–	Sell	-723	Closed	-$57K	–	1139
2022 Q3	$57K	Buy	+723	New	+$63.5K	0.02%	373

Other funds holding VT

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard Total World Stock ETF (VT) in Q4 2024, closing a stake of 888 shares — an estimated $106K sold.

Householder Group Estate & Retirement Specialist first reported a position in VT in Q3 2022 and held it in 7 quarters. The position peaked at $106K in Q3 2024. 1,014 funds tracked by Wall St. Rank hold VT as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard Total World Stock ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 888 Vanguard Total World Stock ETF shares in Q4 2024, an estimated $106K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Total World Stock ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Vanguard Total World Stock ETF position peaked at $106K in Q3 2024.
1,014 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.