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

Asset Management Group’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 Buy
23,125
+1,032
+5% +$157K 0.53% 55
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

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

Asset Management Group's VT Position: Q2 2026 in Review

Asset Management Group increased its Vanguard Total World Stock ETF (VT) stake by 4.7% in Q2 2026, buying an estimated $157K and bringing the position to 23,125 shares worth $3.63M. The position accounts for 0.53% of the portfolio, ranked #55.

Asset Management Group first reported a position in VT in Q3 2019 and has held it in 18 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Asset Management Group held 23,125 shares of Vanguard Total World Stock ETF worth $3.63M as of Q2 2026.
  • Asset Management Group bought 1,032 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $157K.
  • Vanguard Total World Stock ETF made up 0.53% of Asset Management Group's portfolio in Q2 2026, its #55 holding.
  • Asset Management Group first reported a position in Vanguard Total World Stock ETF in Q3 2019 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 Asset Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.