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

Axxcess 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	$5.52M	Buy	+35,164	New	+$5.37M	0.09%	206
2026 Q1	–	Sell	-5,083	Closed	-$717K	–	991
2025 Q4	$717K	Buy	5,083 +2,201	+76%	+$308K	0.01%	587
2025 Q3	$397K	Sell	2,882 -96	-3%	-$12.8K	0.01%	684
2025 Q2	$383K	Sell	2,978 -39,995	-93%	-$4.78M	0.01%	656
2025 Q1	$4.98M	Buy	42,973 +39,846	+1,274%	+$4.77M	0.13%	137
2024 Q4	$367K	Sell	3,127 -69	-2%	-$8.28K	0.01%	617
2024 Q3	$383K	Sell	3,196 -61	-2%	-$7.01K	0.01%	622
2024 Q2	$367K	Sell	3,257 -773	-19%	-$85.2K	0.01%	595
2024 Q1	$445K	Sell	4,030 -1,054	-21%	-$111K	0.01%	564
2023 Q4	$523K	Buy	5,084 +837	+20%	+$80.5K	0.02%	504
2023 Q3	$396K	Buy	+4,247	New	+$412K	0.01%	531
2023 Q1	–	Sell	-2,506	Closed	-$216K	–	692
2022 Q4	$216K	Buy	+2,506	New	+$214K	0.02%	536
2022 Q3	–	Sell	-2,506	Closed	-$214K	–	615
2022 Q2	$214K	Buy	+2,506	New	+$232K	0.02%	484

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 35,164 shares worth $5.52M. The stake represents 0.09% of the portfolio and ranks #206 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in VT as recently as Q4 2025.

Axxcess Wealth Management first reported a position in VT in Q2 2022 and has held it in 13 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Axxcess Wealth Management held 35,164 shares of Vanguard Total World Stock ETF worth $5.52M as of Q2 2026.
Vanguard Total World Stock ETF was a new Axxcess Wealth Management position in Q2 2026.
Vanguard Total World Stock ETF made up 0.09% of Axxcess Wealth Management's portfolio in Q2 2026, its #206 holding.
Axxcess Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2022 and has held it in 13 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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