Iron Horse Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Iron Horse Wealth Management’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 Q2	$5.14K	Buy	+40	New	+$4.78K	﹤0.01%	369
2022 Q4	–	Sell	-160	Closed	-$13K	–	282
2022 Q3	$13K	Buy	160 +33	+26%	+$2.9K	0.02%	84
2022 Q2	$11K	Buy	127 +34	+37%	+$3.14K	0.01%	121
2022 Q1	$9K	Buy	+93	New	+$9.42K	﹤0.01%	137

Other funds holding VT

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

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

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

Iron Horse Wealth Management's VT Position: Q2 2025 in Review

Iron Horse Wealth Management opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2025: 40 shares worth $5.14K. The stake represents ﹤0.01% of the portfolio and ranks #369 among its holdings. This is a return to the name: Iron Horse Wealth Management previously reported a position in VT as recently as Q3 2022.

Iron Horse Wealth Management first reported a position in VT in Q1 2022 and has held it in 4 quarters since. The position peaked at $13K in Q3 2022. 1,029 funds tracked by Wall St. Rank hold VT as of Q2 2025.

Iron Horse Wealth Management held 40 shares of Vanguard Total World Stock ETF worth $5.14K as of Q2 2025.
Vanguard Total World Stock ETF was a new Iron Horse Wealth Management position in Q2 2025.
Vanguard Total World Stock ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #369 holding.
Iron Horse Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2022 and has held it in 4 quarters since.
Iron Horse Wealth Management's Vanguard Total World Stock ETF position peaked at $13K in Q3 2022.
1,029 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.