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

BlackDiamond 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	$301K	Buy	1,871 +191	+11%	+$29.1K	0.12%	167
2026 Q1	$232K	Buy	1,680 +107	+7%	+$15.4K	0.11%	174
2025 Q4	$232K	Buy	+1,573	New	+$220K	0.11%	177
2022 Q2	–	Sell	-2,278	Closed	-$231K	–	131
2022 Q1	$231K	Sell	2,278 -181	-7%	-$18.3K	0.28%	98
2021 Q4	$264K	Buy	+2,459	New	+$261K	0.3%	96

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

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

BlackDiamond Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 11% in Q2 2026, buying an estimated $29.1K and bringing the position to 1,871 shares worth $301K. The position accounts for 0.12% of the portfolio, ranked #167.

BlackDiamond Wealth Management first reported a position in VT in Q4 2021 and has held it in 5 quarters since. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

BlackDiamond Wealth Management held 1,871 shares of Vanguard Total World Stock ETF worth $301K as of Q2 2026.
BlackDiamond Wealth Management bought 191 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $29.1K.
Vanguard Total World Stock ETF made up 0.12% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #167 holding.
BlackDiamond Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 5 quarters since.
1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.