Clifford Group’s Vanguard Total World Stock ETF VT Stock Holding History

Clifford 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	$281K	Hold	1,793	–	–	0.19%	65
2026 Q1	$248K	Hold	1,793	–	–	0.19%	66
2025 Q4	$253K	Hold	1,793	–	–	0.2%	67
2025 Q3	$247K	Hold	1,793	–	–	0.19%	73
2025 Q2	$230K	Hold	1,793	–	–	0.19%	75
2025 Q1	$208K	Sell	1,793 -1	-0.1%	-$120	0.19%	72
2024 Q4	$211K	Buy	1,794 +1	+0.1%	+$120	0.16%	72
2024 Q3	$215K	Hold	1,793	–	–	0.17%	72
2024 Q2	$202K	Buy	+1,793	New	+$198K	0.16%	72

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

Clifford Group's VT Position: Q2 2026 in Review

Clifford Group held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 1,793 shares worth $281K. The position accounts for 0.19% of the portfolio, ranked #65.

Clifford Group first reported a position in VT in Q2 2024 and has held it in 9 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Clifford Group held 1,793 shares of Vanguard Total World Stock ETF worth $281K as of Q2 2026.
Clifford Group left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.19% of Clifford Group's portfolio in Q2 2026, its #65 holding.
Clifford Group first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 9 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.