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Kathleen S. Wright Associates’s Vanguard Total World Stock ETF VT Stock Holding History

Kathleen S. Wright Associates’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 		$1.25M Hold
9,072
– – 0.46% 44
2025
Q2 		$1.17M Sell
9,072
-277
-3% -$33.1K 0.46% 44
2025
Q1 		$1.08M Sell
9,349
-900
-9% -$108K 0.45% 40
2024
Q4 		$1.2M Sell
10,249
-1,255
-11% -$151K 0.5% 40
2024
Q3 		$1.38M Sell
11,504
-16
-0.1% -$1.84K 0.57% 38
2024
Q2 		$1.3M Buy
11,520
+435
+4% +$48K 0.6% 37
2024
Q1 		$1.22M Buy
11,085
+710
+7% +$75.1K 0.58% 40
2023
Q4 		$1.07M Sell
10,375
-423
-4% -$40.7K 0.54% 41
2023
Q3 		$1.01M Buy
10,798
+986
+10% +$95.7K 0.56% 42
2023
Q2 		$952K Buy
9,812
+749
+8% +$70.2K 0.61% 42
2023
Q1 		$835K Buy
9,063
+1,073
+13% +$97.2K 0.55% 46
2022
Q4 		$689K Buy
7,990
+739
+10% +$63.1K 0.47% 50
2022
Q3 		$572K Buy
7,251
+637
+10% +$56K 0.46% 52
2022
Q2 		$564K Sell
6,614
-3,129
-32% -$289K 0.47% 50
2022
Q1 		$987K Buy
9,743
+382
+4% +$38.7K 0.72% 37
2021
Q4 		$1.01M Buy
+9,361
New +$995K 0.74% 35

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Kathleen S. Wright Associates's VT Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Vanguard Total World Stock ETF (VT) position steady in Q3 2025 at 9,072 shares worth $1.25M. The position accounts for 0.46% of the portfolio, ranked #44.

Kathleen S. Wright Associates first reported a position in VT in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.38M in Q3 2024. 1,090 funds tracked by Wall St. Rank hold VT as of Q3 2025.

  • Kathleen S. Wright Associates held 9,072 shares of Vanguard Total World Stock ETF worth $1.25M as of Q3 2025.
  • Kathleen S. Wright Associates left its Vanguard Total World Stock ETF share count unchanged in Q3 2025.
  • Vanguard Total World Stock ETF made up 0.46% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #44 holding.
  • Kathleen S. Wright Associates first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 16 quarters since.
  • Kathleen S. Wright Associates's Vanguard Total World Stock ETF position peaked at $1.38M in Q3 2024.
  • 1,090 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.