Index Fund Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Index Fund 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 Q1	–	Sell	-8,331	Closed	-$979K	–	113
2024 Q4	$979K	Buy	8,331 +63	+0.8%	+$7.56K	0.05%	38
2024 Q3	$990K	Sell	8,268 -91	-1%	-$10.5K	0.05%	39
2024 Q2	$942K	Buy	8,359 +100	+1%	+$11K	0.05%	40
2024 Q1	$913K	Sell	8,259 -99	-1%	-$10.5K	0.05%	38
2023 Q4	$860K	Sell	8,358 -322	-4%	-$31K	0.05%	37
2023 Q3	$809K	Sell	8,680 -3	-0%	-$291	0.05%	37
2023 Q2	$842K	Sell	8,683 -97	-1%	-$9.09K	0.06%	38
2023 Q1	$809K	Buy	8,780 +113	+1%	+$10.2K	0.06%	38
2022 Q4	$747K	Buy	8,667 +25	+0.3%	+$2.14K	0.05%	34
2022 Q3	$682K	Sell	8,642 -24	-0.3%	-$2.11K	0.05%	38
2022 Q2	$740K	Sell	8,666 -142	-2%	-$13.1K	0.06%	38
2022 Q1	$892K	Sell	8,808 -242	-3%	-$24.5K	0.07%	34
2021 Q4	$972K	Buy	+9,050	New	+$962K	0.07%	33

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Index Fund Advisors's VT Position: Q1 2025 in Review

Index Fund Advisors sold out of Vanguard Total World Stock ETF (VT) in Q1 2025, closing a stake of 8,331 shares — an estimated $979K sold.

Index Fund Advisors first reported a position in VT in Q4 2021 and held it in 13 quarters. The position peaked at $990K in Q3 2024. 1,018 funds tracked by Wall St. Rank hold VT as of Q1 2025.

Index Fund Advisors reported no remaining Vanguard Total World Stock ETF position as of Q1 2025 after selling out during the quarter.
Index Fund Advisors sold 8,331 Vanguard Total World Stock ETF shares in Q1 2025, an estimated $979K.
Index Fund Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2021 and held it in 13 quarters.
Index Fund Advisors's Vanguard Total World Stock ETF position peaked at $990K in Q3 2024.
1,018 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2025.

Based on Index Fund Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.