Brookwood Investment Group’s Vanguard Total World Stock ETF VT Stock Holding History

Brookwood Investment 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	–	Sell	-1,778	Closed	-$246K	–	605
2026 Q1	$246K	Sell	1,778 -5,956	-77%	-$857K	0.03%	438
2025 Q4	$1.09M	Sell	7,734 -100	-1%	-$14K	0.13%	148
2025 Q3	$1.08M	Sell	7,834 -2,852	-27%	-$379K	0.14%	132
2025 Q2	$1.37M	Sell	10,686 -1,208	-10%	-$144K	0.22%	82
2025 Q1	$1.38M	Buy	+11,894	New	+$1.42M	0.24%	76

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

Brookwood Investment Group's VT Position: Q2 2026 in Review

Brookwood Investment Group sold out of Vanguard Total World Stock ETF (VT) in Q2 2026, closing a stake of 1,778 shares — an estimated $246K sold.

Brookwood Investment Group first reported a position in VT in Q1 2025 and held it in 5 quarters. The position peaked at $1.38M in Q1 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Brookwood Investment Group reported no remaining Vanguard Total World Stock ETF position as of Q2 2026 after selling out during the quarter.
Brookwood Investment Group sold 1,778 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $246K.
Brookwood Investment Group first reported a position in Vanguard Total World Stock ETF in Q1 2025 and held it in 5 quarters.
Brookwood Investment Group's Vanguard Total World Stock ETF position peaked at $1.38M in Q1 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.