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True Wealth Design’s Vanguard Total World Stock ETF VT Stock Holding History

True Wealth Design’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
Q3 		– Sell
-250
Closed -$32.1K – 2897
2025
Q2 		$32.1K Buy
+250
New +$29.9K 0.01% 276

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

True Wealth Design's VT Position: Q3 2025 in Review

True Wealth Design sold out of Vanguard Total World Stock ETF (VT) in Q3 2025, closing a stake of 250 shares — an estimated $32.1K sold.

True Wealth Design first reported a position in VT in Q2 2025 and held it in 1 quarter. The position peaked at $32.1K in Q2 2025. 1,094 funds tracked by Wall St. Rank hold VT as of Q3 2025.

  • True Wealth Design reported no remaining Vanguard Total World Stock ETF position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 250 Vanguard Total World Stock ETF shares in Q3 2025, an estimated $32.1K.
  • True Wealth Design first reported a position in Vanguard Total World Stock ETF in Q2 2025 and held it in 1 quarter.
  • True Wealth Design's Vanguard Total World Stock ETF position peaked at $32.1K in Q2 2025.
  • 1,094 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.