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

Columbia Asset 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	$246K	Hold	1,570	–	–	0.04%	162
2026 Q1	$217K	Buy	+1,570	New	+$226K	0.04%	164
2025 Q3	–	Sell	-2,140	Closed	-$275K	–	174
2025 Q2	$275K	Buy	2,140 +145	+7%	+$17.3K	0.05%	144
2025 Q1	$231K	Buy	1,995 +140	+8%	+$16.8K	0.05%	184
2024 Q4	$218K	Buy	+1,855	New	+$223K	0.04%	196
2023 Q3	–	Sell	-1,335	Closed	-$129K	–	168
2023 Q2	$129K	Buy	+1,335	New	+$125K	0.03%	165

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

Columbia Asset Management's VT Position: Q2 2026 in Review

Columbia Asset Management held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 1,570 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #162.

Columbia Asset Management first reported a position in VT in Q2 2023 and has held it in 6 quarters since. The position peaked at $275K in Q2 2025. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Columbia Asset Management held 1,570 shares of Vanguard Total World Stock ETF worth $246K as of Q2 2026.
Columbia Asset Management left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.04% of Columbia Asset Management's portfolio in Q2 2026, its #162 holding.
Columbia Asset Management first reported a position in Vanguard Total World Stock ETF in Q2 2023 and has held it in 6 quarters since.
Columbia Asset Management's Vanguard Total World Stock ETF position peaked at $275K in Q2 2025.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Columbia Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.