MIM
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Morningstar Investment Management’s Vanguard Total World Stock ETF VT Stock Holding History

Morningstar Investment 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
2025
Q3 		– Sell
-13,150
Closed -$1.69M – 530
2025
Q2 		$1.69M Sell
13,150
-11,901
-48% -$1.42M 0.15% 44
2025
Q1 		$2.9M Buy
+25,051
New +$3M 0.25% 33

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Morningstar Investment Management's VT Position: Q3 2025 in Review

Morningstar Investment Management sold out of Vanguard Total World Stock ETF (VT) in Q3 2025, closing a stake of 13,150 shares — an estimated $1.69M sold.

Morningstar Investment Management first reported a position in VT in Q1 2025 and held it in 2 quarters. The position peaked at $2.9M in Q1 2025. 1,090 funds tracked by Wall St. Rank hold VT as of Q3 2025.

  • Morningstar Investment Management reported no remaining Vanguard Total World Stock ETF position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 13,150 Vanguard Total World Stock ETF shares in Q3 2025, an estimated $1.69M.
  • Morningstar Investment Management first reported a position in Vanguard Total World Stock ETF in Q1 2025 and held it in 2 quarters.
  • Morningstar Investment Management's Vanguard Total World Stock ETF position peaked at $2.9M in Q1 2025.
  • 1,090 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.