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

Litman Gregory 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
2025
Q4 		$729K Buy
5,170
+170
+3% +$23.8K 0.05% 86
2025
Q3 		$689K Buy
5,000
+154
+3% +$20.5K 0.05% 85
2025
Q2 		$623K Buy
4,846
+222
+5% +$26.6K 0.05% 82
2025
Q1 		$536K Buy
4,624
+324
+8% +$38.8K 0.05% 84
2024
Q4 		$505K Buy
4,300
+25
+0.6% +$3K 0.04% 82
2024
Q3 		$512K Buy
4,275
+82
+2% +$9.43K 0.04% 86
2024
Q2 		$472K Buy
+4,193
New +$462K 0.04% 86
2020
Q4 		– Sell
-100
Closed -$8K – 221
2020
Q3 		$8K Buy
100
+60
+150% +$4.82K ﹤0.01% 155
2020
Q2 		$3K Buy
40
+1
+3% +$70 ﹤0.01% 159
2020
Q1 		$2K Buy
+39
New +$2.94K ﹤0.01% 157

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 $528B AUM 27.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return