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Woodward Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Woodward Financial 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
2024
Q2 		– Sell
-4,383
Closed -$483K – 56
2024
Q1 		$483K Buy
+4,383
New +$463K 0.29% 33

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Woodward Financial Advisors's VT Position: Q2 2024 in Review

Woodward Financial Advisors sold out of Vanguard Total World Stock ETF (VT) in Q2 2024, closing a stake of 4,383 shares — an estimated $483K sold.

Woodward Financial Advisors first reported a position in VT in Q1 2024 and held it in 1 quarter. The position peaked at $483K in Q1 2024. 906 funds tracked by Wall St. Rank hold VT as of Q2 2024.

  • Woodward Financial Advisors reported no remaining Vanguard Total World Stock ETF position as of Q2 2024 after selling out during the quarter.
  • Woodward Financial Advisors sold 4,383 Vanguard Total World Stock ETF shares in Q2 2024, an estimated $483K.
  • Woodward Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2024 and held it in 1 quarter.
  • Woodward Financial Advisors's Vanguard Total World Stock ETF position peaked at $483K in Q1 2024.
  • 906 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2024.

Based on Woodward Financial Advisors's 13F filing for Q2 2024, filed 1 Oct 2026.