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Stephens Consulting’s Vanguard Total World Stock ETF VT Stock Holding History

Stephens Consulting’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
-285
Closed -$34.1K – 545
2024
Q3 		$34.1K Hold
285
– – 0.01% 216
2024
Q2 		$32.1K Hold
285
– – 0.01% 219
2024
Q1 		$31.5K Hold
285
– – 0.01% 216
2023
Q4 		$29.3K Hold
285
– – 0.01% 220
2023
Q3 		$26.6K Hold
285
– – 0.01% 222
2023
Q2 		$27.6K Buy
+285
New +$26.7K 0.01% 218

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

Stephens Consulting's VT Position: Q4 2024 in Review

Stephens Consulting sold out of Vanguard Total World Stock ETF (VT) in Q4 2024, closing a stake of 285 shares — an estimated $34.1K sold.

Stephens Consulting first reported a position in VT in Q2 2023 and held it in 6 quarters. The position peaked at $34.1K in Q3 2024. 1,014 funds tracked by Wall St. Rank hold VT as of Q4 2024.

  • Stephens Consulting reported no remaining Vanguard Total World Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Stephens Consulting sold 285 Vanguard Total World Stock ETF shares in Q4 2024, an estimated $34.1K.
  • Stephens Consulting first reported a position in Vanguard Total World Stock ETF in Q2 2023 and held it in 6 quarters.
  • Stephens Consulting's Vanguard Total World Stock ETF position peaked at $34.1K in Q3 2024.
  • 1,014 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2024.

Based on Stephens Consulting's 13F filing for Q4 2024, filed 27 Jan 2025.