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Journey Advisory Group’s Vanguard Total World Stock ETF VT Stock Holding History

Journey Advisory Group’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
Q4 		– Sell
-1,593
Closed -$220K – 279
2025
Q3 		$220K Buy
+1,593
New +$212K 0.02% 256

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Journey Advisory Group's VT Position: Q4 2025 in Review

Journey Advisory Group sold out of Vanguard Total World Stock ETF (VT) in Q4 2025, closing a stake of 1,593 shares — an estimated $220K sold.

Journey Advisory Group first reported a position in VT in Q3 2025 and held it in 1 quarter. The position peaked at $220K in Q3 2025. 1,210 funds tracked by Wall St. Rank hold VT as of Q4 2025.

  • Journey Advisory Group reported no remaining Vanguard Total World Stock ETF position as of Q4 2025 after selling out during the quarter.
  • Journey Advisory Group sold 1,593 Vanguard Total World Stock ETF shares in Q4 2025, an estimated $220K.
  • Journey Advisory Group first reported a position in Vanguard Total World Stock ETF in Q3 2025 and held it in 1 quarter.
  • Journey Advisory Group's Vanguard Total World Stock ETF position peaked at $220K in Q3 2025.
  • 1,210 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2025.

Based on Journey Advisory Group's 13F filing for Q4 2025, filed 27 Jan 2026.