Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MIS
Morningstar Investment Services’s
Vanguard Total World Stock ETF
VT
Stock Holding History
Morningstar Investment Services’s Portfolio
VT Stock Details
VT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-2,303
Closed
-$260K
–
422
2024
Q2
$260K
Sell
2,303
-1,266
-35%
-$140K
﹤0.01%
335
2024
Q1
$394K
Hold
3,569
–
–
﹤0.01%
260
2023
Q4
$368K
Buy
+3,569
New
+$343K
﹤0.01%
322
2022
Q2
–
Sell
-6,239
Closed
-$642K
–
238
2022
Q1
$642K
Buy
+6,239
New
+$632K
0.01%
183
2017
Q1
–
Sell
-65,079
Closed
-$3.97M
–
205
2016
Q4
$3.97M
Buy
65,079
+4,189
+7%
+$253K
0.13%
109
2016
Q3
$3.71M
Buy
60,890
+1,249
+2%
+$75.3K
0.11%
125
2016
Q2
$3.48M
Buy
59,641
+3,102
+5%
+$180K
0.11%
129
2016
Q1
$3.26M
Sell
56,539
-88,414
-61%
-$4.82M
0.11%
132
2015
Q4
$8.35M
Buy
144,953
+13,505
+10%
+$792K
0.33%
84
2015
Q3
$7.27M
Buy
131,448
+21,807
+20%
+$1.29M
0.31%
91
2015
Q2
$6.75M
Buy
109,641
+16,235
+17%
+$1.03M
0.29%
91
2015
Q1
$5.75M
Buy
93,406
+21,162
+29%
+$1.29M
0.25%
91
2014
Q4
$4.34M
Buy
72,244
+7,256
+11%
+$436K
0.2%
100
2014
Q3
$3.92M
Buy
64,988
+5,203
+9%
+$323K
0.2%
103
2014
Q2
$3.72M
Buy
59,785
+6,678
+13%
+$406K
0.22%
97
2014
Q1
$3.17M
Buy
53,107
+6,303
+13%
+$370K
0.22%
98
2013
Q4
$2.78M
Buy
46,804
+9,430
+25%
+$543K
0.21%
99
2013
Q3
$2.09M
Buy
37,374
+9,289
+33%
+$505K
0.18%
107
2013
Q2
$1.45M
Buy
+28,085
New
+$1.49M
0.15%
109
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
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
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
NL
NEPC LLC
Boston, Massachusetts
$5.02B AUM
7.87%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close