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Wealthstream Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Wealthstream Advisors’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 		$2.8M Sell
20,294
-41
-0.2% -$5.45K 0.42% 25
2025
Q2 		$2.61M Buy
20,335
+12
+0.1% +$1.44K 0.43% 25
2025
Q1 		$2.36M Buy
20,323
+76
+0.4% +$9.09K 0.44% 23
2024
Q4 		$2.38M Sell
20,247
-1,278
-6% -$153K 0.44% 24
2024
Q3 		$2.58M Sell
21,525
-1,977
-8% -$227K 0.47% 22
2024
Q2 		$2.65M Sell
23,502
-407
-2% -$44.9K 0.97% 19
2024
Q1 		$2.64M Sell
23,909
-1,285
-5% -$136K 1% 19
2023
Q4 		$2.59M Sell
25,194
-799
-3% -$76.9K 1.07% 17
2023
Q3 		$2.42M Sell
25,993
-789
-3% -$76.6K 1.25% 14
2023
Q2 		$2.6M Buy
26,782
+111
+0.4% +$10.4K 1.36% 12
2023
Q1 		$2.46M Sell
26,671
-3,665
-12% -$332K 1.47% 12
2022
Q4 		$2.61M Buy
30,336
+4,263
+16% +$364K 1.7% 12
2022
Q3 		$2.06M Buy
26,073
+241
+0.9% +$21.2K 2.21% 9
2022
Q2 		$2.2M Buy
25,832
+1,397
+6% +$129K 2.23% 9
2022
Q1 		$2.48M Buy
24,435
+8,324
+52% +$843K 2.16% 9
2021
Q4 		$1.73M Buy
+16,111
New +$1.71M 1.48% 12

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Wealthstream Advisors's VT Position: Q3 2025 in Review

Wealthstream Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 0.2% in Q3 2025, selling an estimated $5.45K and leaving 20,294 shares worth $2.8M. The position accounts for 0.42% of the portfolio, ranked #25.

Wealthstream Advisors first reported a position in VT in Q4 2021 and has held it in 16 quarters since. 1,090 funds tracked by Wall St. Rank hold VT as of Q3 2025.

  • Wealthstream Advisors held 20,294 shares of Vanguard Total World Stock ETF worth $2.8M as of Q3 2025.
  • Wealthstream Advisors sold 41 Vanguard Total World Stock ETF shares in Q3 2025, an estimated $5.45K.
  • Vanguard Total World Stock ETF made up 0.42% of Wealthstream Advisors's portfolio in Q3 2025, its #25 holding.
  • Wealthstream Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 16 quarters since.
  • 1,090 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.