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WR Wealth Planners’s Vanguard Total World Stock ETF VT Stock Holding History

WR Wealth Planners’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
Q4 		$2.63K Hold
22
– – ﹤0.01% 811
2024
Q3 		$2.66K Hold
22
– – ﹤0.01% 850
2024
Q2 		$2.49K Buy
+22
New +$2.43K ﹤0.01% 843

Other funds holding VT

TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

WR Wealth Planners's VT Position: Q4 2024 in Review

WR Wealth Planners held its Vanguard Total World Stock ETF (VT) position steady in Q4 2024 at 22 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

WR Wealth Planners first reported a position in VT in Q2 2024 and has held it in 3 quarters since. The position peaked at $2.66K in Q3 2024. 1,015 funds tracked by Wall St. Rank hold VT as of Q4 2024.

  • WR Wealth Planners held 22 shares of Vanguard Total World Stock ETF worth $2.63K as of Q4 2024.
  • WR Wealth Planners left its Vanguard Total World Stock ETF share count unchanged in Q4 2024.
  • Vanguard Total World Stock ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #811 holding.
  • WR Wealth Planners first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's Vanguard Total World Stock ETF position peaked at $2.66K in Q3 2024.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.