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Parkworth Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Parkworth 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
2025
Q2 		$94.9K Buy
738
+1
+0.1% +$120 0.07% 81
2025
Q1 		$85.4K Buy
737
+415
+129% +$49.7K 0.07% 78
2024
Q4 		$38K Buy
+322
New +$38.7K 0.03% 99

Other funds holding VT

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
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 $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Parkworth Wealth Management's VT Position: Q2 2025 in Review

Parkworth Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 0.14% in Q2 2025, buying an estimated $120 and bringing the position to 738 shares worth $94.9K. The position accounts for 0.07% of the portfolio, ranked #81.

Parkworth Wealth Management first reported a position in VT in Q4 2024 and has held it in 3 quarters since. 1,029 funds tracked by Wall St. Rank hold VT as of Q2 2025.

  • Parkworth Wealth Management held 738 shares of Vanguard Total World Stock ETF worth $94.9K as of Q2 2025.
  • Parkworth Wealth Management bought 1 Vanguard Total World Stock ETF share in Q2 2025, an estimated $120.
  • Vanguard Total World Stock ETF made up 0.07% of Parkworth Wealth Management's portfolio in Q2 2025, its #81 holding.
  • Parkworth Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,029 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.