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

Prosperity 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
Q4 		$544K Buy
3,854
+1,740
+82% +$243K 0.18% 118
2025
Q3 		$291K Buy
2,114
+225
+12% +$29.9K 0.1% 189
2025
Q2 		$243K Hold
1,889
– – 0.09% 201
2025
Q1 		$219K Buy
+1,889
New +$226K 0.1% 188

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Prosperity Wealth Management's VT Position: Q4 2025 in Review

Prosperity Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 82% in Q4 2025, buying an estimated $243K and bringing the position to 3,854 shares worth $544K. The position accounts for 0.18% of the portfolio, ranked #118.

Prosperity Wealth Management first reported a position in VT in Q1 2025 and has held it in 4 quarters since. 1,208 funds tracked by Wall St. Rank hold VT as of Q4 2025.

  • Prosperity Wealth Management held 3,854 shares of Vanguard Total World Stock ETF worth $544K as of Q4 2025.
  • Prosperity Wealth Management bought 1,740 Vanguard Total World Stock ETF shares in Q4 2025, an estimated $243K.
  • Vanguard Total World Stock ETF made up 0.18% of Prosperity Wealth Management's portfolio in Q4 2025, its #118 holding.
  • Prosperity Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2025 and has held it in 4 quarters since.
  • 1,208 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.