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

Angeles 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 		$238M Buy
1,515,162
+42,424
+3% +$6.47M 10.86% 2
2026
Q1 		$204M Buy
1,472,738
+43,807
+3% +$6.3M 11.08% 2
2025
Q4 		$202M Buy
1,428,931
+75,303
+6% +$10.5M 11.11% 2
2025
Q3 		$187M Buy
1,353,628
+29,370
+2% +$3.9M 11.44% 2
2025
Q2 		$170M Buy
1,324,258
+37,920
+3% +$4.54M 11.67% 2
2025
Q1 		$149M Buy
1,286,338
+64,466
+5% +$7.71M 12.39% 2
2024
Q4 		$144M Buy
1,221,872
+51,674
+4% +$6.2M 11.83% 2
2024
Q3 		$140M Buy
1,170,198
+45,805
+4% +$5.27M 12.06% 2
2024
Q2 		$127M Buy
1,124,393
+57,502
+5% +$6.34M 11.89% 2
2024
Q1 		$118M Buy
1,066,891
+221,209
+26% +$23.4M 11.79% 2
2023
Q4 		$87M Buy
845,682
+61,462
+8% +$5.91M 10.6% 2
2023
Q3 		$73.1M Buy
784,220
+55,084
+8% +$5.35M 10.32% 2
2023
Q2 		$70.7M Buy
729,136
+34,453
+5% +$3.23M 9.64% 2
2023
Q1 		$64M Buy
694,683
+129,172
+23% +$11.7M 9.52% 1
2022
Q4 		$48.7M Buy
565,511
+15,062
+3% +$1.29M 8.53% 1
2022
Q3 		$43.4M Buy
550,449
+156,652
+40% +$13.8M 8.6% 2
2022
Q2 		$33.6M Sell
393,797
-82,789
-17% -$7.65M 6.71% 4
2022
Q1 		$48.3M Buy
+476,586
New +$48.3M 9.13% 3

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

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

Angeles Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 2.9% in Q2 2026, buying an estimated $6.47M and bringing the position to 1,515,162 shares worth $238M. The position accounts for 10.86% of the portfolio, ranked #2.

Angeles Wealth Management first reported a position in VT in Q1 2022 and has held it in 18 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Angeles Wealth Management held 1,515,162 shares of Vanguard Total World Stock ETF worth $238M as of Q2 2026.
  • Angeles Wealth Management bought 42,424 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $6.47M.
  • Vanguard Total World Stock ETF made up 10.86% of Angeles Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Angeles Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.