Entrewealth, LLC Vanguard Total World Stk Index Transaction History

Entrewealth, LLC

$194 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	SELL	$115.08 - $123.97 $74,456 - $80,208	-647 Reduced 13.83%	4,030 $467 Million
Q4 2024 Feb 10, 2025	BUY	$117.09 - $123.07 $547,629 - $575,598	4,677 New	4,677 $556 Million

Others Institutions Holding VT

# of Institutions

1,217

Shares Held

118M

Call Options Held

251K

Put Options Held

94.8K

Rakuten Investment Management, Inc. Tokyo, M0

15.5M
Shares

$2.16 Billion
6.99% of portfolio
Schroder Investment Management Group London, X0

6.92M
Shares

$963 Million
0.78% of portfolio
Cambridge Associates LLC Boston, MA

5.55M
Shares

$772 Million
14.23% of portfolio
Morgan Stanley New York, NY

5.09M
Shares

$708 Million
0.04% of portfolio
Us Bancorp \De\

3.97M
Shares

$553 Million
0.66% of portfolio

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