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Peninsula Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Peninsula Wealth’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
Q4 		$201K Buy
+1,712
New +$205K 0.03% 104
2024
Q3 		– Sell
-1,769
Closed -$206K – 104
2024
Q2 		$206K Sell
1,769
-1,162
-40% -$128K 0.04% 93
2024
Q1 		$324K Sell
2,931
-901
-24% -$95.3K 0.06% 75
2023
Q4 		$394K Buy
3,832
+59
+2% +$5.68K 0.08% 64
2023
Q3 		$342K Buy
3,773
+104
+3% +$10.1K 0.08% 61
2023
Q2 		$356K Buy
3,669
+16
+0.4% +$1.5K 0.09% 53
2023
Q1 		$336K Buy
3,653
+316
+9% +$28.6K 0.1% 51
2022
Q4 		$288K Buy
3,337
+56
+2% +$4.78K 0.09% 58
2022
Q3 		$259K Buy
3,281
+51
+2% +$4.48K 0.09% 57
2022
Q2 		$276K Buy
3,230
+98
+3% +$9.06K 0.09% 52
2022
Q1 		$317K Sell
3,132
-473
-13% -$47.9K 0.09% 50
2021
Q4 		$387K Buy
+3,605
New +$383K 0.1% 46
2020
Q4 		– Sell
-3,839
Closed -$310K – 52
2020
Q3 		$310K Buy
3,839
+487
+15% +$39.1K 0.13% 40
2020
Q2 		$251K Buy
3,352
+118
+4% +$8.31K 0.12% 44
2020
Q1 		$203K Buy
3,234
+55
+2% +$4.14K 0.11% 38
2019
Q4 		$257K Sell
3,179
-165
-5% -$12.8K 0.12% 31
2019
Q3 		$251K Sell
3,344
-30
-0.9% -$2.24K 0.13% 30
2019
Q2 		$256K Buy
3,374
+69
+2% +$5.11K 0.13% 27
2019
Q1 		$240K Sell
3,305
-116,674
-97% -$8.28M 0.13% 26
2018
Q4 		$7.85M Buy
119,979
+115,599
+2,639% +$8.09M 4.89% 7
2018
Q3 		$333K Sell
4,380
-51
-1% -$3.84K 0.18% 21
2018
Q2 		$326K Buy
4,431
+492
+12% +$36.7K 0.19% 22
2018
Q1 		$291K Buy
+3,939
New +$299K 0.17% 22

Other funds holding VT

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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Peninsula Wealth's VT Position: Q4 2024 in Review

Peninsula Wealth opened a new position in Vanguard Total World Stock ETF (VT) in Q4 2024: 1,712 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #104 among its holdings. This is a return to the name: Peninsula Wealth previously reported a position in VT as recently as Q2 2024.

Peninsula Wealth first reported a position in VT in Q1 2018 and has held it in 23 quarters since. The position peaked at $7.85M in Q4 2018. 1,014 funds tracked by Wall St. Rank hold VT as of Q4 2024.

  • Peninsula Wealth held 1,712 shares of Vanguard Total World Stock ETF worth $201K as of Q4 2024.
  • Vanguard Total World Stock ETF was a new Peninsula Wealth position in Q4 2024.
  • Vanguard Total World Stock ETF made up 0.03% of Peninsula Wealth's portfolio in Q4 2024, its #104 holding.
  • Peninsula Wealth first reported a position in Vanguard Total World Stock ETF in Q1 2018 and has held it in 23 quarters since.
  • Peninsula Wealth's Vanguard Total World Stock ETF position peaked at $7.85M in Q4 2018.
  • 1,014 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.