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The Family Firm’s Vanguard Total World Stock ETF VT Stock Holding History

The Family Firm’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
-6,044
Closed -$701K – 199
2025
Q1 		$701K Buy
6,044
+310
+5% +$37.1K 0.16% 93
2024
Q4 		$674K Sell
5,734
-183
-3% -$22K 0.15% 92
2024
Q3 		$708K Buy
5,917
+35
+0.6% +$4.03K 0.16% 97
2024
Q2 		$663K Buy
5,882
+1,489
+34% +$164K 0.15% 92
2024
Q1 		$485K Buy
4,393
+342
+8% +$36.2K 0.12% 114
2023
Q4 		$417K Sell
4,051
-184
-4% -$17.7K 0.11% 120
2023
Q3 		$395K Sell
4,235
-1,712
-29% -$166K 0.11% 118
2023
Q2 		$577K Buy
5,947
+32
+0.5% +$3K 0.15% 95
2023
Q1 		$545K Sell
5,915
-57
-1% -$5.16K 0.15% 98
2022
Q4 		$515K Buy
5,972
+282
+5% +$24.1K 0.15% 100
2022
Q3 		$449K Sell
5,690
-195
-3% -$17.1K 0.14% 99
2022
Q2 		$502K Sell
5,885
-706
-11% -$65.3K 0.15% 97
2022
Q1 		$668K Buy
6,591
+315
+5% +$31.9K 0.18% 84
2021
Q4 		$674K Buy
6,276
+32
+0.5% +$3.4K 0.17% 83
2021
Q3 		$666K Buy
6,244
+60
+1% +$6.29K 0.18% 82
2021
Q2 		$641K Sell
6,184
-31
-0.5% -$3.16K 0.17% 86
2021
Q1 		$605K Sell
6,215
-1,866
-23% -$179K 0.17% 87
2020
Q4 		$762K Buy
8,081
+1,058
+15% +$91.8K 0.23% 73
2020
Q3 		$566K Buy
7,023
+175
+3% +$14K 0.2% 76
2020
Q2 		$512K Sell
6,848
-2,528
-27% -$178K 0.19% 78
2020
Q1 		$589K Buy
9,376
+18
+0.2% +$1.36K 0.25% 65
2019
Q4 		$758K Buy
9,358
+37
+0.4% +$2.88K 0.26% 65
2019
Q3 		$697K Sell
9,321
-84
-0.9% -$6.28K 0.25% 66
2019
Q2 		$707K Buy
9,405
+171
+2% +$12.7K 0.25% 66
2019
Q1 		$676K Buy
9,234
+255
+3% +$18.1K 0.25% 65
2018
Q4 		$588K Buy
8,979
+347
+4% +$24.3K 0.24% 63
2018
Q3 		$655K Sell
8,632
-6
-0.1% -$452 0.24% 63
2018
Q2 		$634K Buy
8,638
+47
+0.5% +$3.5K 0.24% 62
2018
Q1 		$633K Hold
8,591
– – 0.25% 62
2017
Q4 		$638K Sell
8,591
-7
-0.1% -$509 0.25% 60
2017
Q3 		$608K Buy
8,598
+644
+8% +$44.6K 0.25% 61
2017
Q2 		$537K Buy
7,954
+14
+0.2% +$936 0.24% 63
2017
Q1 		$518K Sell
7,940
-70
-0.9% -$4.48K 0.25% 62
2016
Q4 		$489K Buy
8,010
+26
+0.3% +$1.57K 0.23% 65
2016
Q3 		$486K Sell
7,984
-19
-0.2% -$1.15K 0.23% 65
2016
Q2 		$465K Sell
8,003
-72
-0.9% -$4.18K 0.23% 62
2016
Q1 		$466K Sell
8,075
-46
-0.6% -$2.51K 0.24% 62
2015
Q4 		$468K Sell
8,121
-3,676
-31% -$216K 0.25% 64
2015
Q3 		$652K Buy
11,797
+8
+0.1% +$475 0.35% 50
2015
Q2 		$725K Buy
+11,789
New +$747K 0.37% 45

Other funds holding VT

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

The Family Firm's VT Position: Q2 2025 in Review

The Family Firm sold out of Vanguard Total World Stock ETF (VT) in Q2 2025, closing a stake of 6,044 shares — an estimated $701K sold.

The Family Firm first reported a position in VT in Q2 2015 and held it in 40 quarters. The position peaked at $762K in Q4 2020. 1,031 funds tracked by Wall St. Rank hold VT as of Q2 2025.

  • The Family Firm reported no remaining Vanguard Total World Stock ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 6,044 Vanguard Total World Stock ETF shares in Q2 2025, an estimated $701K.
  • The Family Firm first reported a position in Vanguard Total World Stock ETF in Q2 2015 and held it in 40 quarters.
  • The Family Firm's Vanguard Total World Stock ETF position peaked at $762K in Q4 2020.
  • 1,031 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.