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Safeguard Financial’s Vanguard Total World Stock ETF VT Stock Holding History

Safeguard Financial’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 		– Sell
-3,654
Closed -$437K – 135
2024
Q3 		$437K Buy
3,654
+1
+0% +$115 0.1% 74
2024
Q2 		$411K Buy
+3,653
New +$403K 0.11% 67
2023
Q3 		– Sell
-697
Closed -$67K – 546
2023
Q2 		$67K Buy
+697
New +$65.3K 0.03% 126

Other funds holding VT

TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 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

Safeguard Financial's VT Position: Q4 2024 in Review

Safeguard Financial sold out of Vanguard Total World Stock ETF (VT) in Q4 2024, closing a stake of 3,654 shares — an estimated $437K sold.

Safeguard Financial first reported a position in VT in Q2 2023 and held it in 3 quarters. The position peaked at $437K in Q3 2024. 1,015 funds tracked by Wall St. Rank hold VT as of Q4 2024.

  • Safeguard Financial reported no remaining Vanguard Total World Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Safeguard Financial sold 3,654 Vanguard Total World Stock ETF shares in Q4 2024, an estimated $437K.
  • Safeguard Financial first reported a position in Vanguard Total World Stock ETF in Q2 2023 and held it in 3 quarters.
  • Safeguard Financial's Vanguard Total World Stock ETF position peaked at $437K in Q3 2024.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2024.

Based on Safeguard Financial's 13F filing for Q4 2024, filed 14 Jan 2025.