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

Ruedi 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	–	Sell	-1,040	Closed	-$121K	–	315
2025 Q1	$121K	Buy	1,040 +6	+0.6%	+$718	0.04%	61
2024 Q4	$122K	Sell	1,034 -70	-6%	-$8.4K	0.04%	60
2024 Q3	$132K	Buy	1,104 +9	+0.8%	+$1.03K	0.05%	59
2024 Q2	$123K	Sell	1,095 -14,484	-93%	-$1.6M	0.05%	58
2024 Q1	$1.72M	Sell	15,579 -29	-0.2%	-$3.07K	0.72%	20
2023 Q4	$1.61M	Buy	15,608 +111	+0.7%	+$10.7K	0.76%	18
2023 Q3	$1.44M	Buy	15,497 +95	+0.6%	+$9.22K	0.83%	16
2023 Q2	$1.49M	Sell	15,402 -13	-0.1%	-$1.22K	0.88%	16
2023 Q1	$1.42M	Buy	15,415 +3	+0%	+$272	0.91%	16
2022 Q4	$1.33M	Buy	+15,412	New	+$1.32M	0.94%	16

Other funds holding VT

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Ruedi Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q2 2025, closing a stake of 1,040 shares — an estimated $121K sold.

Ruedi Wealth Management first reported a position in VT in Q4 2022 and held it in 10 quarters. The position peaked at $1.72M in Q1 2024. 1,029 funds tracked by Wall St. Rank hold VT as of Q2 2025.

Ruedi Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 1,040 Vanguard Total World Stock ETF shares in Q2 2025, an estimated $121K.
Ruedi Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's Vanguard Total World Stock ETF position peaked at $1.72M in Q1 2024.
1,029 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.