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

Benchmark 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
2025 Q2	$1.06M	Sell	8,215 -513	-6%	-$61.4K	0.47%	28
2025 Q1	$1.01M	Sell	8,728 -999	-10%	-$120K	0.49%	28
2024 Q4	$1.14M	Sell	9,727 -61	-0.6%	-$7.32K	0.56%	21
2024 Q3	$1.17M	Buy	9,788 +1	+0%	+$115	0.58%	21
2024 Q2	$1.1M	Buy	9,787 +102	+1%	+$11.2K	0.59%	21
2024 Q1	$1.07M	Buy	9,685 +38	+0.4%	+$4.02K	0.58%	21
2023 Q4	$993K	Sell	9,647 -2,841	-23%	-$273K	0.59%	23
2023 Q3	$1.16M	Buy	12,488 +6,095	+95%	+$592K	0.74%	19
2023 Q2	$620K	Buy	6,393 +739	+13%	+$69.3K	0.37%	29
2023 Q1	$526K	Buy	5,654 +293	+5%	+$26.5K	0.34%	31
2022 Q4	$462K	Sell	5,361 -672	-11%	-$57.4K	0.33%	31
2022 Q3	$476K	Sell	6,033 -180	-3%	-$15.8K	0.37%	27
2022 Q2	$530K	Sell	6,213 -650	-9%	-$60.1K	0.39%	25
2022 Q1	$695K	Sell	6,863 -5,384	-44%	-$545K	0.47%	19
2021 Q4	$1.32M	Buy	12,247 +10,163	+488%	+$1.08M	0.85%	14
2021 Q3	$212K	Hold	2,084	–	–	0.15%	45
2021 Q2	$216K	Buy	+2,084	New	+$213K	0.15%	47
2020 Q1	–	Sell	-13,082	Closed	-$1.06M	–	51
2019 Q4	$1.06M	Buy	+13,082	New	+$1.02M	0.91%	13

Other funds holding VT

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Benchmark Wealth Management's VT Position: Q2 2025 in Review

Benchmark Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 5.9% in Q2 2025, selling an estimated $61.4K and leaving 8,215 shares worth $1.06M. The position accounts for 0.47% of the portfolio, ranked #28.

Benchmark Wealth Management first reported a position in VT in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.32M in Q4 2021. 1,029 funds tracked by Wall St. Rank hold VT as of Q2 2025.

Benchmark Wealth Management held 8,215 shares of Vanguard Total World Stock ETF worth $1.06M as of Q2 2025.
Benchmark Wealth Management sold 513 Vanguard Total World Stock ETF shares in Q2 2025, an estimated $61.4K.
Vanguard Total World Stock ETF made up 0.47% of Benchmark Wealth Management's portfolio in Q2 2025, its #28 holding.
Benchmark Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 18 quarters since.
Benchmark Wealth Management's Vanguard Total World Stock ETF position peaked at $1.32M in Q4 2021.
1,029 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.