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Investment House LLC’s Vanguard Total World Stock ETF VT Stock Holding History

Investment House LLC’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
-8,369
Closed -$1.08M – 240
2025
Q2 		$1.08M Buy
+8,369
New +$1M 0.05% 134
2018
Q2 		– Sell
-4,860
Closed -$358K – 202
2018
Q1 		$358K Buy
+4,860
New +$368K 0.04% 149

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

Investment House LLC's VT Position: Q3 2025 in Review

Investment House LLC sold out of Vanguard Total World Stock ETF (VT) in Q3 2025, closing a stake of 8,369 shares — an estimated $1.08M sold.

Investment House LLC first reported a position in VT in Q1 2018 and held it in 2 quarters. The position peaked at $1.08M in Q2 2025. 1,094 funds tracked by Wall St. Rank hold VT as of Q3 2025.

  • Investment House LLC reported no remaining Vanguard Total World Stock ETF position as of Q3 2025 after selling out during the quarter.
  • Investment House LLC sold 8,369 Vanguard Total World Stock ETF shares in Q3 2025, an estimated $1.08M.
  • Investment House LLC first reported a position in Vanguard Total World Stock ETF in Q1 2018 and held it in 2 quarters.
  • Investment House LLC's Vanguard Total World Stock ETF position peaked at $1.08M in Q2 2025.
  • 1,094 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2025.

Based on Investment House LLC's 13F filing for Q3 2025, filed 31 Oct 2025.