Wiser Advisor Group’s Vanguard Total World Stock ETF VT Stock Holding History

Wiser Advisor Group’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
2026 Q1	$18.6K	Sell	135 -12	-8%	-$1.73K	0.02%	137
2025 Q4	$20.7K	Hold	147	–	–	0.02%	133
2025 Q3	$20.3K	Buy	+147	New	+$19.5K	0.03%	139
2025 Q2	–	Sell	-81	Closed	-$9.39K	–	249
2025 Q1	$9.39K	Hold	81	–	–	0.01%	181
2024 Q4	$9.52K	Hold	81	–	–	0.01%	183
2024 Q3	$9.7K	Hold	81	–	–	0.01%	188
2024 Q2	$9.12K	Hold	81	–	–	0.01%	197
2024 Q1	$8.95K	Buy	81 +22	+37%	+$2.33K	0.01%	193
2023 Q4	$6.07K	Buy	+59	New	+$5.68K	0.01%	210

Other funds holding VT

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

Bank of America

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group

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

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