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Kelman-Lazarov Inc’s Vanguard Total World Stock ETF VT Stock Holding History

Kelman-Lazarov Inc’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
2024
Q4 		– Sell
-7,230
Closed -$865K – 113
2024
Q3 		$865K Buy
+7,230
New +$831K 0.15% 55

Other funds holding VT

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Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Kelman-Lazarov Inc's VT Position: Q4 2024 in Review

Kelman-Lazarov Inc sold out of Vanguard Total World Stock ETF (VT) in Q4 2024, closing a stake of 7,230 shares — an estimated $865K sold.

Kelman-Lazarov Inc first reported a position in VT in Q3 2024 and held it in 1 quarter. The position peaked at $865K in Q3 2024. 1,014 funds tracked by Wall St. Rank hold VT as of Q4 2024.

  • Kelman-Lazarov Inc reported no remaining Vanguard Total World Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 7,230 Vanguard Total World Stock ETF shares in Q4 2024, an estimated $865K.
  • Kelman-Lazarov Inc first reported a position in Vanguard Total World Stock ETF in Q3 2024 and held it in 1 quarter.
  • Kelman-Lazarov Inc's Vanguard Total World Stock ETF position peaked at $865K in Q3 2024.
  • 1,014 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2024.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2024, filed 13 Feb 2025.