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SVB Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

SVB Wealth’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
Q1 		– Sell
-23,466
Closed -$2.76M – 1799
2024
Q4 		$2.76M Buy
+23,466
New +$2.82M 0.05% 195
2024
Q3 		– Sell
-23,606
Closed -$2.66M – 606
2024
Q2 		$2.66M Sell
23,606
-538
-2% -$59.3K 0.07% 207
2024
Q1 		$2.67M Sell
24,144
-17,741
-42% -$1.88M 0.06% 218
2023
Q4 		$4.31M Sell
41,885
-2,468
-6% -$238K 0.1% 170
2023
Q3 		$4.13M Sell
44,353
-4,811
-10% -$467K 0.09% 161
2023
Q2 		$4.77M Sell
49,164
-2,704
-5% -$253K 0.09% 161
2023
Q1 		$4.78M Sell
51,868
-6,458
-11% -$585K 0.07% 176
2022
Q4 		$5.03M Buy
58,326
+6,838
+13% +$584K 0.07% 174
2022
Q3 		$4.06M Buy
51,488
+565
+1% +$49.6K 0.06% 182
2022
Q2 		$4.35M Sell
50,923
-16,901
-25% -$1.56M 0.07% 158
2022
Q1 		$6.87M Buy
67,824
+2,956
+5% +$299K 0.09% 138
2021
Q4 		$6.97M Sell
64,868
-91,376
-58% -$9.71M 0.11% 125
2021
Q3 		$15.9M Sell
156,244
-2,026
-1% -$212K 0.2% 93
2021
Q2 		$16.4M Buy
158,270
+1,535
+1% +$157K 0.21% 93
2021
Q1 		$15.2M Sell
156,735
-35,719
-19% -$3.43M 0.21% 83
2020
Q4 		$17.8M Buy
192,454
+26,382
+16% +$2.29M 0.26% 71
2020
Q3 		$13.4M Buy
166,072
+14,546
+10% +$1.17M 0.22% 83
2020
Q2 		$11.3M Buy
151,526
+24,331
+19% +$1.71M 0.21% 86
2020
Q1 		$7.99M Buy
127,195
+71
+0.1% +$5.35K 0.19% 84
2019
Q4 		$10.3M Buy
127,124
+106,666
+521% +$8.3M 0.19% 95
2019
Q3 		$1.53M Sell
20,458
-476
-2% -$35.6K 0.03% 234
2019
Q2 		$1.57M Buy
+20,934
New +$1.55M 0.05% 233

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

SVB Wealth's VT Position: Q1 2025 in Review

SVB Wealth sold out of Vanguard Total World Stock ETF (VT) in Q1 2025, closing a stake of 23,466 shares — an estimated $2.76M sold.

SVB Wealth first reported a position in VT in Q2 2019 and held it in 22 quarters. The position peaked at $17.8M in Q4 2020. 1,019 funds tracked by Wall St. Rank hold VT as of Q1 2025.

  • SVB Wealth reported no remaining Vanguard Total World Stock ETF position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 23,466 Vanguard Total World Stock ETF shares in Q1 2025, an estimated $2.76M.
  • SVB Wealth first reported a position in Vanguard Total World Stock ETF in Q2 2019 and held it in 22 quarters.
  • SVB Wealth's Vanguard Total World Stock ETF position peaked at $17.8M in Q4 2020.
  • 1,019 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.