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

Comprehensive 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 Q1	–	Sell	-70,774	Closed	-$9.98M	–	43
2025 Q4	$9.98M	Buy	70,774 +40,805	+136%	+$5.7M	5.89%	6
2025 Q3	$4.13M	Buy	29,969 +8,951	+43%	+$1.19M	2.93%	8
2025 Q2	$2.7M	Buy	+21,018	New	+$2.51M	2.18%	10

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Comprehensive Wealth Management's VT Position: Q1 2026 in Review

Comprehensive Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q1 2026, closing a stake of 70,774 shares — an estimated $9.98M sold.

Comprehensive Wealth Management first reported a position in VT in Q2 2025 and held it in 3 quarters. The position peaked at $9.98M in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Comprehensive Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q1 2026 after selling out during the quarter.
Comprehensive Wealth Management sold 70,774 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $9.98M.
Comprehensive Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2025 and held it in 3 quarters.
Comprehensive Wealth Management's Vanguard Total World Stock ETF position peaked at $9.98M in Q4 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.