RE Dickinson Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

RE Dickinson Investment Advisors’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	$4.7K	Hold	40	–	–	﹤0.01%	191
2024 Q3	$4.79K	Hold	40	–	–	﹤0.01%	188
2024 Q2	$4.51K	Hold	40	–	–	﹤0.01%	185
2024 Q1	$4K	Hold	40	–	–	﹤0.01%	191
2023 Q4	$4K	Hold	40	–	–	﹤0.01%	196
2023 Q3	$4K	Hold	40	–	–	﹤0.01%	214
2023 Q2	$4K	Hold	40	–	–	﹤0.01%	303
2023 Q1	$4K	Hold	40	–	–	﹤0.01%	326
2022 Q4	$3K	Hold	40	–	–	﹤0.01%	323
2022 Q3	$3K	Hold	40	–	–	﹤0.01%	208
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	235
2022 Q1	$4K	Hold	40	–	–	﹤0.01%	234
2021 Q4	$4K	Buy	+40	New	+$4.25K	﹤0.01%	231

Other funds holding VT

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

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

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

RE Dickinson Investment Advisors's VT Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q4 2024 at 40 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

RE Dickinson Investment Advisors first reported a position in VT in Q4 2021 and has held it in 13 quarters since. The position peaked at $4.79K in Q3 2024. 1,015 funds tracked by Wall St. Rank hold VT as of Q4 2024.

RE Dickinson Investment Advisors held 40 shares of Vanguard Total World Stock ETF worth $4.7K as of Q4 2024.
RE Dickinson Investment Advisors left its Vanguard Total World Stock ETF share count unchanged in Q4 2024.
Vanguard Total World Stock ETF made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #191 holding.
RE Dickinson Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's Vanguard Total World Stock ETF position peaked at $4.79K in Q3 2024.
1,015 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.