NewSquare Capital’s Vanguard Total World Stock ETF VT Stock Holding History

NewSquare Capital’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	-99	Closed	-$12.7K	–	1208
2025 Q2	$12.7K	Buy	+99	New	+$11.8K	﹤0.01%	589
2024 Q2	–	Sell	-99	Closed	-$10.9K	–	459
2024 Q1	$10.9K	Hold	99	–	–	﹤0.01%	242
2023 Q4	$10.2K	Sell	99 -269	-73%	-$25.9K	﹤0.01%	272
2023 Q3	$34.3K	Hold	368	–	–	﹤0.01%	206
2023 Q2	$35.7K	Hold	368	–	–	﹤0.01%	214
2023 Q1	$33.9K	Buy	368 +99	+37%	+$8.97K	﹤0.01%	213
2022 Q4	$23.2K	Buy	+269	New	+$23K	﹤0.01%	212

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

NewSquare Capital's VT Position: Q3 2025 in Review

NewSquare Capital sold out of Vanguard Total World Stock ETF (VT) in Q3 2025, closing a stake of 99 shares — an estimated $12.7K sold.

NewSquare Capital first reported a position in VT in Q4 2022 and held it in 7 quarters. The position peaked at $35.7K in Q2 2023. 1,094 funds tracked by Wall St. Rank hold VT as of Q3 2025.

NewSquare Capital reported no remaining Vanguard Total World Stock ETF position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 99 Vanguard Total World Stock ETF shares in Q3 2025, an estimated $12.7K.
NewSquare Capital first reported a position in Vanguard Total World Stock ETF in Q4 2022 and held it in 7 quarters.
NewSquare Capital's Vanguard Total World Stock ETF position peaked at $35.7K in Q2 2023.
1,094 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.