Asset Management Group’s Vanguard Total World Stock ETF VT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.06M Buy
22,093
+9,365
+74% +$1.35M 0.49% 57
2025
Q4
$1.8M Buy
12,728
+3,267
+35% +$457K 0.29% 72
2025
Q3
$1.3M Buy
9,461
+31
+0.3% +$4.12K 0.21% 80
2025
Q2
$1.21M Buy
9,430
+42
+0.4% +$5.02K 0.21% 78
2025
Q1
$1.09M Sell
9,388
-53
-0.6% -$6.34K 0.2% 84
2024
Q4
$1.11M Buy
9,441
+757
+9% +$90.9K 0.2% 84
2024
Q3
$1.04M Buy
8,684
+1,774
+26% +$204K 0.18% 87
2024
Q2
$778K Buy
6,910
+1,997
+41% +$220K 0.15% 94
2024
Q1
$543K Buy
4,913
+68
+1% +$7.19K 0.1% 104
2023
Q4
$498K Buy
4,845
+834
+21% +$80.3K 0.1% 103
2023
Q3
$374K Buy
4,011
+1,908
+91% +$185K 0.08% 104
2023
Q2
$204K Buy
+2,103
New +$197K 0.04% 125
2022
Q2
Sell
-1,988
Closed -$201K 124
2022
Q1
$201K Buy
1,988
+5
+0.3% +$506 0.04% 122
2021
Q4
$213K Buy
1,983
+14
+0.7% +$1.49K 0.04% 121
2021
Q3
$201K Buy
1,969
+8
+0.4% +$839 0.04% 126
2021
Q2
$203K Buy
+1,961
New +$200K 0.04% 128
2019
Q4
Sell
-2,942
Closed -$220K 114
2019
Q3
$220K Buy
+2,942
New +$220K 0.08% 109

Other funds holding VT

Asset Management Group's VT Position: Q1 2026 in Review

Asset Management Group increased its Vanguard Total World Stock ETF (VT) stake by 74% in Q1 2026, buying an estimated $1.35M and bringing the position to 22,093 shares worth $3.06M. The position accounts for 0.49% of the portfolio, ranked #57.

Asset Management Group first reported a position in VT in Q3 2019 and has held it in 17 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Asset Management Group held 22,093 shares of Vanguard Total World Stock ETF worth $3.06M as of Q1 2026.
  • Asset Management Group bought 9,365 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $1.35M.
  • Vanguard Total World Stock ETF made up 0.49% of Asset Management Group's portfolio in Q1 2026, its #57 holding.
  • Asset Management Group first reported a position in Vanguard Total World Stock ETF in Q3 2019 and has held it in 17 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.