Marcum Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Marcum Wealth’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 Q1	–	Sell	-5,014	Closed	-$589K	–	424
2024 Q4	$589K	Buy	+5,014	New	+$602K	0.05%	173
2024 Q1	–	Sell	-15,329	Closed	-$1.58M	–	420
2023 Q4	$1.58M	Buy	+15,329	New	+$1.48M	0.17%	67
2023 Q1	–	Sell	-14,319	Closed	-$1.23M	–	417
2022 Q4	$1.23M	Buy	+14,319	New	+$1.22M	0.16%	68
2022 Q1	–	Sell	-8,443	Closed	-$907K	–	409
2021 Q4	$907K	Buy	+8,443	New	+$897K	0.13%	108

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Marcum Wealth's VT Position: Q1 2025 in Review

Marcum Wealth sold out of Vanguard Total World Stock ETF (VT) in Q1 2025, closing a stake of 5,014 shares — an estimated $589K sold.

Marcum Wealth first reported a position in VT in Q4 2021 and held it in 4 quarters. The position peaked at $1.58M in Q4 2023. 1,019 funds tracked by Wall St. Rank hold VT as of Q1 2025.

Marcum Wealth reported no remaining Vanguard Total World Stock ETF position as of Q1 2025 after selling out during the quarter.
Marcum Wealth sold 5,014 Vanguard Total World Stock ETF shares in Q1 2025, an estimated $589K.
Marcum Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2021 and held it in 4 quarters.
Marcum Wealth's Vanguard Total World Stock ETF position peaked at $1.58M in Q4 2023.
1,019 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.