MFA
VT icon

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

McClarren 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
Q1 		– Sell
-414
Closed -$48K – 372
2024
Q4 		$48K Buy
+414
New +$49.7K 0.13% 86
2024
Q3 		– Sell
-337
Closed -$46K – 361
2024
Q2 		$46K Sell
337
-131
-28% -$14.4K 0.03% 151
2024
Q1 		$52K Buy
468
+2
+0.4% +$211 0.04% 140
2023
Q4 		$48K Buy
466
+4
+0.9% +$385 0.04% 162
2023
Q3 		$43K Sell
462
-354
-43% -$34.4K 0.04% 156
2023
Q2 		$79K Buy
816
+7
+0.9% +$656 0.07% 122
2023
Q1 		$73K Buy
809
+1
+0.1% +$91 0.07% 119
2022
Q4 		$69K Buy
808
+6
+0.7% +$513 0.07% 123
2022
Q3 		$63K Buy
+802
New +$70.5K 0.06% 114
2022
Q2 		– Sell
-793
Closed -$80K – 281
2022
Q1 		$80K Hold
793
– – 0.06% 99
2021
Q4 		$85K Buy
793
+8
+1% +$850 0.06% 106
2021
Q3 		$79K Buy
785
+4
+0.5% +$419 0.06% 92
2021
Q2 		$80K Sell
781
-821
-51% -$83.7K 0.06% 92
2021
Q1 		$156K Buy
1,602
+5
+0.3% +$481 0.14% 61
2020
Q4 		$147K Buy
+1,597
New +$139K 0.14% 61

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
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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

McClarren Financial Advisors's VT Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Vanguard Total World Stock ETF (VT) in Q1 2025, closing a stake of 414 shares — an estimated $48K sold.

McClarren Financial Advisors first reported a position in VT in Q4 2020 and held it in 15 quarters. The position peaked at $156K in Q1 2021. 1,018 funds tracked by Wall St. Rank hold VT as of Q1 2025.

  • McClarren Financial Advisors reported no remaining Vanguard Total World Stock ETF position as of Q1 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 414 Vanguard Total World Stock ETF shares in Q1 2025, an estimated $48K.
  • McClarren Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2020 and held it in 15 quarters.
  • McClarren Financial Advisors's Vanguard Total World Stock ETF position peaked at $156K in Q1 2021.
  • 1,018 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.