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Mason & Associates (Virginia)’s Vanguard Total World Stock ETF VT Stock Holding History

Mason & Associates (Virginia)’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
-2,085
Closed -$268K – 43
2025
Q3 		$268K Hold
2,085
– – 0.07% 36
2025
Q2 		$268K Sell
2,085
-962
-32% -$115K 0.07% 36
2025
Q1 		$353K Sell
3,047
-788
-21% -$94.3K 0.1% 30
2024
Q4 		$451K Buy
3,835
+39
+1% +$4.68K 0.13% 28
2024
Q3 		$454K Buy
3,796
+355
+10% +$40.8K 0.14% 28
2024
Q2 		$388K Buy
+3,441
New +$379K 0.13% 30

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Mason & Associates (Virginia)'s VT Position: Q4 2025 in Review

Mason & Associates (Virginia) sold out of Vanguard Total World Stock ETF (VT) in Q4 2025, closing a stake of 2,085 shares — an estimated $268K sold.

Mason & Associates (Virginia) first reported a position in VT in Q2 2024 and held it in 6 quarters. The position peaked at $454K in Q3 2024. 1,212 funds tracked by Wall St. Rank hold VT as of Q4 2025.

  • Mason & Associates (Virginia) reported no remaining Vanguard Total World Stock ETF position as of Q4 2025 after selling out during the quarter.
  • Mason & Associates (Virginia) sold 2,085 Vanguard Total World Stock ETF shares in Q4 2025, an estimated $268K.
  • Mason & Associates (Virginia) first reported a position in Vanguard Total World Stock ETF in Q2 2024 and held it in 6 quarters.
  • Mason & Associates (Virginia)'s Vanguard Total World Stock ETF position peaked at $454K in Q3 2024.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2025.

Based on Mason & Associates (Virginia)'s 13F filing for Q4 2025, filed 21 Jan 2026.