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

Sanctuary 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
2024
Q4 		$134K Sell
1,138
-238
-17% -$28.6K 0.09% 55
2024
Q3 		$165K Hold
1,376
– – 0.12% 50
2024
Q2 		$155K Sell
1,376
-13
-0.9% -$1.43K 0.12% 49
2024
Q1 		$153K Sell
1,389
-148
-10% -$15.7K 0.12% 50
2023
Q4 		$158K Buy
1,537
+10
+0.7% +$962 0.15% 44
2023
Q3 		$142K Sell
1,527
-115
-7% -$11.2K 0.16% 36
2023
Q2 		$159K Buy
+1,642
New +$154K 0.17% 36
2022
Q4 		$192K Buy
+2,232
New +$191K 0.22% 31
2022
Q2 		– Sell
-2,270
Closed -$230K – 40
2022
Q1 		$230K Hold
2,270
– – 0.25% 33
2021
Q4 		$244K Sell
2,270
-97
-4% -$10.3K 0.26% 33
2021
Q3 		$241K Buy
2,367
+35
+2% +$3.67K 0.27% 29
2021
Q2 		$242K Buy
2,332
+29
+1% +$2.96K 0.29% 32
2021
Q1 		$224K Sell
2,303
-538
-19% -$51.7K 0.29% 30
2020
Q4 		$263K Hold
2,841
– – 0.32% 27
2020
Q3 		$229K Sell
2,841
-58
-2% -$4.66K 0.22% 27
2020
Q2 		$217K Buy
+2,899
New +$204K 0.23% 28
2020
Q1 		– Sell
-2,795
Closed -$226K – 28
2019
Q4 		$226K Hold
2,795
– – 0.25% 23
2019
Q3 		$209K Buy
2,795
+56
+2% +$4.18K 0.21% 24
2019
Q2 		$206K Buy
+2,739
New +$203K 0.19% 26

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

Sanctuary Wealth Management's VT Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 17% in Q4 2024, selling an estimated $28.6K and leaving 1,138 shares worth $134K. The position accounts for 0.09% of the portfolio, ranked #55.

Sanctuary Wealth Management first reported a position in VT in Q2 2019 and has held it in 19 quarters since. The position peaked at $263K in Q4 2020. 1,014 funds tracked by Wall St. Rank hold VT as of Q4 2024.

  • Sanctuary Wealth Management held 1,138 shares of Vanguard Total World Stock ETF worth $134K as of Q4 2024.
  • Sanctuary Wealth Management sold 238 Vanguard Total World Stock ETF shares in Q4 2024, an estimated $28.6K.
  • Vanguard Total World Stock ETF made up 0.09% of Sanctuary Wealth Management's portfolio in Q4 2024, its #55 holding.
  • Sanctuary Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2019 and has held it in 19 quarters since.
  • Sanctuary Wealth Management's Vanguard Total World Stock ETF position peaked at $263K in Q4 2020.
  • 1,014 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.