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

AE 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 		$998K Buy
6,359
+1,326
+26% +$202K ﹤0.01% 908
2026
Q1 		$696K Sell
5,033
-1,409
-22% -$203K ﹤0.01% 963
2025
Q4 		$909K Buy
6,442
+1,357
+27% +$190K 0.01% 833
2025
Q3 		$701K Sell
5,085
-1,132
-18% -$150K ﹤0.01% 851
2025
Q2 		$799K Sell
6,217
-1,065
-15% -$127K 0.01% 781
2025
Q1 		$844K Buy
7,282
+1,244
+21% +$149K 0.01% 753
2024
Q4 		$709K Sell
6,038
-30
-0.5% -$3.6K 0.01% 794
2024
Q3 		$726K Sell
6,068
-12,319
-67% -$1.42M 0.01% 784
2024
Q2 		$2.07M Buy
18,387
+11,628
+172% +$1.28M 0.02% 511
2024
Q1 		$747K Sell
6,759
-23,702
-78% -$2.51M 0.01% 721
2023
Q4 		$3.16M Buy
30,461
+10,495
+53% +$1.01M 0.02% 744
2023
Q3 		$1.86M Sell
19,966
-53,381
-73% -$5.18M 0.01% 871
2023
Q2 		$7.11M Buy
73,347
+55,179
+304% +$5.17M 0.04% 448
2023
Q1 		$1.67M Sell
18,168
-459
-2% -$41.6K 0.01% 860
2022
Q4 		$1.61M Sell
18,627
-670
-3% -$57.2K 0.01% 828
2022
Q3 		$1.52M Sell
19,297
-4,118
-18% -$362K 0.01% 792
2022
Q2 		$2M Buy
23,415
+2,246
+11% +$208K 0.02% 671
2022
Q1 		$2.14M Sell
21,169
-58,982
-74% -$5.97M 0.01% 687
2021
Q4 		$8.61M Sell
80,151
-3,094
-4% -$329K 0.06% 305
2021
Q3 		$8.48M Buy
83,245
+20,950
+34% +$2.2M 0.07% 266
2021
Q2 		$6.45M Buy
62,295
+4,486
+8% +$457K 0.06% 309
2021
Q1 		$5.62M Sell
57,809
-448
-0.8% -$43.1K 0.06% 296
2020
Q4 		$5.39M Sell
58,257
-388
-0.7% -$33.7K 0.06% 266
2020
Q3 		$4.73M Buy
58,645
+38,836
+196% +$3.12M 0.07% 245
2020
Q2 		$1.48M Buy
19,809
+14,606
+281% +$1.03M 0.02% 497
2020
Q1 		$327K Sell
5,203
-1,623
-24% -$122K 0.01% 852
2019
Q4 		$553K Buy
6,826
+456
+7% +$35.5K 0.01% 707
2019
Q3 		$477K Sell
6,370
-444
-7% -$33.2K 0.01% 625
2019
Q2 		$512K Buy
6,814
+3,359
+97% +$249K 0.02% 584
2019
Q1 		$253K Buy
3,455
+69
+2% +$4.9K 0.02% 519
2018
Q4 		$222K Sell
3,386
-307
-8% -$21.5K 0.04% 425
2018
Q3 		$280K Buy
3,693
+558
+18% +$42K 0.02% 469
2018
Q2 		$230K Sell
3,135
-190
-6% -$14.2K 0.02% 392
2018
Q1 		$245K Sell
3,325
-393
-11% -$29.8K 0.02% 366
2017
Q4 		$276K Buy
+3,718
New +$270K 0.02% 336

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

AE Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 26% in Q2 2026, buying an estimated $202K and bringing the position to 6,359 shares worth $998K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

AE Wealth Management first reported a position in VT in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.61M in Q4 2021. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • AE Wealth Management held 6,359 shares of Vanguard Total World Stock ETF worth $998K as of Q2 2026.
  • AE Wealth Management bought 1,326 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $202K.
  • Vanguard Total World Stock ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #908 holding.
  • AE Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2017 and has held it in 35 quarters since.
  • AE Wealth Management's Vanguard Total World Stock ETF position peaked at $8.61M in Q4 2021.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.