Verity Asset Management’s Vanguard Total World Stock ETF VT Stock Holding History

Verity Asset 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
2025 Q4	–	Sell	-22,180	Closed	-$3.06M	–	260
2025 Q3	$3.06M	Buy	22,180 +10,912	+97%	+$1.45M	1%	23
2025 Q2	$1.45M	Buy	+11,268	New	+$1.35M	0.69%	40
2018 Q4	–	Sell	-4,523	Closed	-$343K	–	149
2018 Q3	$343K	Buy	+4,523	New	+$340K	0.34%	74

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Verity Asset Management's VT Position: Q4 2025 in Review

Verity Asset Management sold out of Vanguard Total World Stock ETF (VT) in Q4 2025, closing a stake of 22,180 shares — an estimated $3.06M sold.

Verity Asset Management first reported a position in VT in Q3 2018 and held it in 3 quarters. The position peaked at $3.06M in Q3 2025. 1,209 funds tracked by Wall St. Rank hold VT as of Q4 2025.

Verity Asset Management reported no remaining Vanguard Total World Stock ETF position as of Q4 2025 after selling out during the quarter.
Verity Asset Management sold 22,180 Vanguard Total World Stock ETF shares in Q4 2025, an estimated $3.06M.
Verity Asset Management first reported a position in Vanguard Total World Stock ETF in Q3 2018 and held it in 3 quarters.
Verity Asset Management's Vanguard Total World Stock ETF position peaked at $3.06M in Q3 2025.
1,209 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2025.

Based on Verity Asset Management's 13F filing for Q4 2025, filed 30 Jan 2026.