MWA
VT icon

Midland Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Midland Wealth 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
2024
Q3 		– Sell
-2,091
Closed -$236K – 229
2024
Q2 		$236K Hold
2,091
– – 0.01% 194
2024
Q1 		$462K Hold
2,091
– – 0.03% 142
2023
Q4 		$215K Buy
+2,091
New +$201K 0.01% 182

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Midland Wealth Advisors's VT Position: Q3 2024 in Review

Midland Wealth Advisors sold out of Vanguard Total World Stock ETF (VT) in Q3 2024, closing a stake of 2,091 shares — an estimated $236K sold.

Midland Wealth Advisors first reported a position in VT in Q4 2023 and held it in 3 quarters. The position peaked at $462K in Q1 2024. 932 funds tracked by Wall St. Rank hold VT as of Q3 2024.

  • Midland Wealth Advisors reported no remaining Vanguard Total World Stock ETF position as of Q3 2024 after selling out during the quarter.
  • Midland Wealth Advisors sold 2,091 Vanguard Total World Stock ETF shares in Q3 2024, an estimated $236K.
  • Midland Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2023 and held it in 3 quarters.
  • Midland Wealth Advisors's Vanguard Total World Stock ETF position peaked at $462K in Q1 2024.
  • 932 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2024.

Based on Midland Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.