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Waypoint Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Waypoint Wealth Partners’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 		$399K Buy
3,103
+7
+0.2% +$837 0.1% 57
2025
Q1 		$359K Sell
3,096
-17
-0.5% -$2.03K 0.1% 50
2024
Q4 		$366K Sell
3,113
-12
-0.4% -$1.44K 0.1% 53
2024
Q3 		$374K Hold
3,125
– – 0.1% 55
2024
Q2 		$352K Sell
3,125
-58
-2% -$6.39K 0.1% 52
2024
Q1 		$352K Sell
3,183
-30
-0.9% -$3.17K 0.1% 58
2023
Q4 		$331K Sell
3,213
-1,790
-36% -$172K 0.1% 60
2023
Q3 		$466K Sell
5,003
-2,592
-34% -$252K 0.16% 38
2023
Q2 		$737K Buy
7,595
+136
+2% +$12.7K 0.25% 27
2023
Q1 		$687K Buy
7,459
+46
+0.6% +$4.17K 0.25% 27
2022
Q4 		$639K Buy
7,413
+836
+13% +$71.4K 0.25% 27
2022
Q3 		$519K Sell
6,577
-86
-1% -$7.56K 0.22% 31
2022
Q2 		$569K Sell
6,663
-37
-0.6% -$3.42K 0.22% 30
2022
Q1 		$679K Sell
6,700
-345
-5% -$34.9K 0.25% 25
2021
Q4 		$757K Buy
7,045
+981
+16% +$104K 0.26% 26
2021
Q3 		$617K Sell
6,064
-228
-4% -$23.9K 0.23% 24
2021
Q2 		$652K Buy
6,292
+652
+12% +$66.5K 0.25% 21
2021
Q1 		$549K Sell
5,640
-211
-4% -$20.3K 0.4% 21
2020
Q4 		$542K Buy
+5,851
New +$508K 0.43% 18

Other funds holding VT

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Waypoint Wealth Partners's VT Position: Q2 2025 in Review

Waypoint Wealth Partners increased its Vanguard Total World Stock ETF (VT) stake by 0.23% in Q2 2025, buying an estimated $837 and bringing the position to 3,103 shares worth $399K. The position accounts for 0.1% of the portfolio, ranked #57.

Waypoint Wealth Partners first reported a position in VT in Q4 2020 and has held it in 19 quarters since. The position peaked at $757K in Q4 2021. 1,032 funds tracked by Wall St. Rank hold VT as of Q2 2025.

  • Waypoint Wealth Partners held 3,103 shares of Vanguard Total World Stock ETF worth $399K as of Q2 2025.
  • Waypoint Wealth Partners bought 7 Vanguard Total World Stock ETF shares in Q2 2025, an estimated $837.
  • Vanguard Total World Stock ETF made up 0.1% of Waypoint Wealth Partners's portfolio in Q2 2025, its #57 holding.
  • Waypoint Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 19 quarters since.
  • Waypoint Wealth Partners's Vanguard Total World Stock ETF position peaked at $757K in Q4 2021.
  • 1,032 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.