Abound Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Abound Wealth Management’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 Q2	$106K	Buy	675 +73	+12%	+$11.1K	0.02%	155
2026 Q1	$83.2K	Buy	602 +101	+20%	+$14.5K	0.02%	170
2025 Q4	$70.6K	Buy	501 +168	+50%	+$23.5K	0.02%	177
2025 Q3	$45.9K	Buy	333 +282	+553%	+$37.5K	0.01%	220
2025 Q2	$6.6K	Sell	51 -1	-2%	-$120	﹤0.01%	518
2025 Q1	$6.07K	Buy	52 +25	+93%	+$2.99K	﹤0.01%	494
2024 Q4	$3.19K	Sell	27 -2	-7%	-$240	﹤0.01%	614
2024 Q3	$3.48K	Buy	29 +12	+71%	+$1.38K	﹤0.01%	620
2024 Q2	$1.92K	Hold	17	–	–	﹤0.01%	648
2024 Q1	$1.88K	Hold	17	–	–	﹤0.01%	694
2023 Q4	$1.75K	Buy	+17	New	+$1.64K	﹤0.01%	667
2023 Q1	–	Hold	0	–	–	–	717
2022 Q4	–	Sell	-47	Closed	-$3.73K	–	788
2022 Q3	$3.73K	Buy	+47	New	+$4.13K	﹤0.01%	403

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Abound Wealth Management's VT Position: Q2 2026 in Review

Abound Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 12% in Q2 2026, buying an estimated $11.1K and bringing the position to 675 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #155.

Abound Wealth Management first reported a position in VT in Q3 2022 and has held it in 12 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Abound Wealth Management held 675 shares of Vanguard Total World Stock ETF worth $106K as of Q2 2026.
Abound Wealth Management bought 73 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $11.1K.
Vanguard Total World Stock ETF made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #155 holding.
Abound Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2022 and has held it in 12 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.