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

Merriman 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
2024 Q4	$428K	Sell	3,639 -43	-1%	-$5.16K	0.02%	144
2024 Q3	$441K	Sell	3,682 -130	-3%	-$14.9K	0.02%	152
2024 Q2	$429K	Buy	3,812 +66	+2%	+$7.28K	0.02%	147
2024 Q1	$414K	Sell	3,746 -7	-0.2%	-$740	0.02%	149
2023 Q4	$386K	Buy	3,753 +4	+0.1%	+$385	0.02%	145
2023 Q3	$349K	Buy	3,749 +123	+3%	+$11.9K	0.02%	138
2023 Q2	$352K	Buy	3,626 +13	+0.4%	+$1.22K	0.02%	165
2023 Q1	$333K	Sell	3,613 -55	-1%	-$4.98K	0.02%	153
2022 Q4	$316K	Buy	+3,668	New	+$313K	0.02%	168

Other funds holding VT

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Merriman Wealth Management's VT Position: Q4 2024 in Review

Merriman Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 1.2% in Q4 2024, selling an estimated $5.16K and leaving 3,639 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #144.

Merriman Wealth Management first reported a position in VT in Q4 2022 and has held it in 9 quarters since. The position peaked at $441K in Q3 2024. 1,015 funds tracked by Wall St. Rank hold VT as of Q4 2024.

Merriman Wealth Management held 3,639 shares of Vanguard Total World Stock ETF worth $428K as of Q4 2024.
Merriman Wealth Management sold 43 Vanguard Total World Stock ETF shares in Q4 2024, an estimated $5.16K.
Vanguard Total World Stock ETF made up 0.02% of Merriman Wealth Management's portfolio in Q4 2024, its #144 holding.
Merriman Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 9 quarters since.
Merriman Wealth Management's Vanguard Total World Stock ETF position peaked at $441K in Q3 2024.
1,015 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.