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LifeGuide Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

LifeGuide Financial Advisors’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
-3,713
Closed -$477K – 52
2025
Q3 		$477K Hold
3,713
– – 0.18% 35
2025
Q2 		$477K Buy
3,713
+1,126
+44% +$135K 0.18% 35
2025
Q1 		$300K Sell
2,587
-299
-10% -$35.8K 0.12% 35
2024
Q4 		$339K Buy
2,886
+525
+22% +$63K 0.15% 34
2024
Q3 		$283K Buy
2,361
+38
+2% +$4.37K 0.12% 38
2024
Q2 		$262K Sell
2,323
-325
-12% -$35.8K 0.13% 38
2024
Q1 		$293K Sell
2,648
-726
-22% -$76.8K 0.15% 36
2023
Q4 		$347K Buy
+3,374
New +$325K 0.18% 36

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 $18.1B AUM 15% 1-Year Est. Return

LifeGuide Financial Advisors's VT Position: Q4 2025 in Review

LifeGuide Financial Advisors sold out of Vanguard Total World Stock ETF (VT) in Q4 2025, closing a stake of 3,713 shares — an estimated $477K sold.

LifeGuide Financial Advisors first reported a position in VT in Q4 2023 and held it in 8 quarters. The position peaked at $477K in Q3 2025. 1,208 funds tracked by Wall St. Rank hold VT as of Q4 2025.

  • LifeGuide Financial Advisors reported no remaining Vanguard Total World Stock ETF position as of Q4 2025 after selling out during the quarter.
  • LifeGuide Financial Advisors sold 3,713 Vanguard Total World Stock ETF shares in Q4 2025, an estimated $477K.
  • LifeGuide Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2023 and held it in 8 quarters.
  • LifeGuide Financial Advisors's Vanguard Total World Stock ETF position peaked at $477K in Q3 2025.
  • 1,208 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2025.

Based on LifeGuide Financial Advisors's 13F filing for Q4 2025, filed 5 Jan 2026.