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

Marks Group 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
Q2 		– Sell
-1,836
Closed -$213K – 319
2025
Q1 		$213K Buy
1,836
+88
+5% +$10.5K 0.02% 292
2024
Q4 		$205K Hold
1,748
– – 0.02% 279
2024
Q3 		$209K Buy
+1,748
New +$201K 0.02% 288

Other funds holding VT

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Marks Group Wealth Management's VT Position: Q2 2025 in Review

Marks Group Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q2 2025, closing a stake of 1,836 shares — an estimated $213K sold.

Marks Group Wealth Management first reported a position in VT in Q3 2024 and held it in 3 quarters. The position peaked at $213K in Q1 2025. 1,029 funds tracked by Wall St. Rank hold VT as of Q2 2025.

  • Marks Group Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q2 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 1,836 Vanguard Total World Stock ETF shares in Q2 2025, an estimated $213K.
  • Marks Group Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2024 and held it in 3 quarters.
  • Marks Group Wealth Management's Vanguard Total World Stock ETF position peaked at $213K in Q1 2025.
  • 1,029 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2025.

Based on Marks Group Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.