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

Brand 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	$1.31M	Buy	8,360 +194	+2%	+$29.6K	0.29%	59
2026 Q1	$1.13M	Sell	8,166 -1,975	-19%	-$284K	0.29%	56
2025 Q4	$1.43M	Buy	10,141 +137	+1%	+$19.1K	0.4%	41
2025 Q3	$1.38M	Sell	10,004 -202	-2%	-$26.8K	0.39%	44
2025 Q2	$1.31M	Sell	10,206 -762	-7%	-$91.1K	0.49%	33
2025 Q1	$1.27M	Buy	10,968 +79	+0.7%	+$9.45K	0.53%	35
2024 Q4	$1.28M	Buy	10,889 +143	+1%	+$17.2K	0.52%	32
2024 Q3	$1.29M	Sell	10,746 -92	-0.8%	-$10.6K	0.5%	32
2024 Q2	$1.22M	Buy	10,838 +122	+1%	+$13.5K	0.52%	33
2024 Q1	$1.18M	Buy	10,716 +560	+6%	+$59.2K	0.51%	31
2023 Q4	$1.04M	Sell	10,156 -383	-4%	-$36.9K	0.48%	34
2023 Q3	$982K	Sell	10,539 -116	-1%	-$11.3K	0.5%	34
2023 Q2	$1.03M	Sell	10,655 -7	-0.1%	-$656	0.49%	35
2023 Q1	$982K	Sell	10,662 -305	-3%	-$27.6K	0.5%	34
2022 Q4	$945K	Sell	10,967 -360	-3%	-$30.8K	0.48%	35
2022 Q3	$893K	Sell	11,327 -987	-8%	-$86.7K	0.5%	35
2022 Q2	$1.05M	Sell	12,314 -917	-7%	-$84.8K	0.54%	34
2022 Q1	$1.34M	Buy	13,231 +1,074	+9%	+$109K	0.59%	33
2021 Q4	$1.31M	Buy	12,157 +127	+1%	+$13.5K	0.59%	32
2021 Q3	$1.23M	Buy	12,030 +24	+0.2%	+$2.52K	0.59%	31
2021 Q2	$1.24M	Sell	12,006 -128	-1%	-$13.1K	0.6%	34
2021 Q1	$1.18M	Sell	12,134 -44	-0.4%	-$4.23K	0.6%	33
2020 Q4	$1.13M	Buy	12,178 +149	+1%	+$12.9K	0.63%	31
2020 Q3	$970K	Sell	12,029 -296	-2%	-$23.8K	0.61%	33
2020 Q2	$922K	Buy	12,325 +113	+0.9%	+$7.96K	0.59%	36
2020 Q1	$767K	Buy	12,212 +408	+3%	+$30.8K	0.57%	37
2019 Q4	$956K	Buy	11,804 +862	+8%	+$67.1K	0.61%	30
2019 Q3	$819K	Buy	10,942 +1,305	+14%	+$97.5K	0.54%	33
2019 Q2	$724K	Buy	9,637 +122	+1%	+$9.04K	0.48%	35
2019 Q1	$696K	Sell	9,515 -56	-0.6%	-$3.98K	0.47%	35
2018 Q4	$627K	Buy	9,571 +78	+0.8%	+$5.46K	0.5%	33
2018 Q3	$720K	Buy	9,493 +60	+0.6%	+$4.52K	0.53%	33
2018 Q2	$692K	Buy	+9,433	New	+$704K	0.53%	33

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

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

Brand Asset Management Group increased its Vanguard Total World Stock ETF (VT) stake by 2.4% in Q2 2026, buying an estimated $29.6K and bringing the position to 8,360 shares worth $1.31M. The position accounts for 0.29% of the portfolio, ranked #59.

Brand Asset Management Group first reported a position in VT in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.43M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Brand Asset Management Group held 8,360 shares of Vanguard Total World Stock ETF worth $1.31M as of Q2 2026.
Brand Asset Management Group bought 194 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $29.6K.
Vanguard Total World Stock ETF made up 0.29% of Brand Asset Management Group's portfolio in Q2 2026, its #59 holding.
Brand Asset Management Group first reported a position in Vanguard Total World Stock ETF in Q2 2018 and has held it in 33 quarters since.
Brand Asset Management Group's Vanguard Total World Stock ETF position peaked at $1.43M in Q4 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.