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

Ameliora 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 		$3.63M Sell
23,111
-1,458
-6% -$222K 1.08% 27
2026
Q1 		$3.4M Sell
24,569
-4,379
-15% -$630K 1.08% 28
2025
Q4 		$4.08M Buy
28,948
+25,843
+832% +$3.61M 1.24% 24
2025
Q3 		$428K Buy
3,105
+2,305
+288% +$306K 0.14% 74
2025
Q2 		$103K Hold
800
– – 0.04% 133
2025
Q1 		$92.8K Hold
800
– – 0.03% 140
2024
Q4 		$94K Hold
800
– – 0.04% 139
2024
Q3 		$95.8K Hold
800
– – 0.04% 101
2024
Q2 		$90.1K Sell
800
-73,304
-99% -$8.08M 0.04% 109
2024
Q1 		$8.19M Sell
74,104
-2,248
-3% -$238K 3.71% 7
2023
Q4 		$7.86M Sell
76,352
-36,688
-32% -$3.53M 3.9% 7
2023
Q3 		$10.5M Sell
113,040
-2,806
-2% -$272K 6.25% 1
2023
Q2 		$11.2M Sell
115,846
-5,300
-4% -$497K 6.94% 1
2023
Q1 		$11.2M Sell
121,146
-309
-0.3% -$28K 6.51% 1
2022
Q4 		$10.5M Sell
121,455
-61,710
-34% -$5.27M 5.6% 1
2022
Q3 		$14.4M Sell
183,165
-20,717
-10% -$1.82M 7.82% 1
2022
Q2 		$17.4M Sell
203,882
-121,889
-37% -$11.3M 20.61% 2
2022
Q1 		$30.4M Sell
325,771
-96
-0% -$9.72K 19.97% 2
2021
Q4 		$31.9M Buy
+325,867
New +$34.6M 29.18% 1

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

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

Ameliora Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 5.9% in Q2 2026, selling an estimated $222K and leaving 23,111 shares worth $3.63M. The position accounts for 1.08% of the portfolio, ranked #27.

Ameliora Wealth Management first reported a position in VT in Q4 2021 and has held it in 19 quarters since. The position peaked at $31.9M in Q4 2021. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Ameliora Wealth Management held 23,111 shares of Vanguard Total World Stock ETF worth $3.63M as of Q2 2026.
  • Ameliora Wealth Management sold 1,458 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $222K.
  • Vanguard Total World Stock ETF made up 1.08% of Ameliora Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Ameliora Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • Ameliora Wealth Management's Vanguard Total World Stock ETF position peaked at $31.9M in Q4 2021.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.