Balance Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Balance Wealth’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 Q3	$947	Buy	+6	New	+$952	﹤0.01%	841

Other funds holding VT

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return

Permanent Capital Management Chicago, Illinois $637M AUM 13.34% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Global Endowment Management Charlotte, North Carolina $1.08B AUM 11.63% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Balance Wealth's VT Position: Q3 2026 in Review

Balance Wealth opened a new position in Vanguard Total World Stock ETF (VT) in Q3 2026: 6 shares worth $947. The stake represents ﹤0.01% of the portfolio and ranks #841 among its holdings.

1,188 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Balance Wealth held 6 shares of Vanguard Total World Stock ETF worth $947 as of Q3 2026.
Vanguard Total World Stock ETF was a new Balance Wealth position in Q3 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #841 holding.
1,188 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.