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

Ledge 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
2023
Q4 		$923K Hold
8,970
– – 0.36% 43
2023
Q3 		$836K Hold
8,970
– – 0.38% 43
2023
Q2 		$870K Hold
8,970
– – 0.42% 43
2023
Q1 		$826K Sell
8,970
-4,530
-34% -$410K 0.39% 45
2022
Q4 		$1.16M Buy
+13,500
New +$1.15M 0.53% 46

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
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
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Ledge Wealth Management's VT Position: Q4 2023 in Review

Ledge Wealth Management held its Vanguard Total World Stock ETF (VT) position steady in Q4 2023 at 8,970 shares worth $923K. The position accounts for 0.36% of the portfolio, ranked #43.

Ledge Wealth Management first reported a position in VT in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.16M in Q4 2022. 870 funds tracked by Wall St. Rank hold VT as of Q4 2023.

  • Ledge Wealth Management held 8,970 shares of Vanguard Total World Stock ETF worth $923K as of Q4 2023.
  • Ledge Wealth Management left its Vanguard Total World Stock ETF share count unchanged in Q4 2023.
  • Vanguard Total World Stock ETF made up 0.36% of Ledge Wealth Management's portfolio in Q4 2023, its #43 holding.
  • Ledge Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 5 quarters since.
  • Ledge Wealth Management's Vanguard Total World Stock ETF position peaked at $1.16M in Q4 2022.
  • 870 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.