MWM
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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 $620M AUM 16.24% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $528B AUM 27.57% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return