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

Connecticut 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
Q2 		$200K Sell
1,274
-282
-18% -$43K 0.01% 336
2026
Q1 		$215K Buy
1,556
+1
+0.1% +$144 0.01% 318
2025
Q4 		$219K Sell
1,555
-17
-1% -$2.38K 0.01% 305
2025
Q3 		$217K Buy
+1,572
New +$209K 0.01% 308
2024
Q4 		– Sell
-1,678
Closed -$201K – 323
2024
Q3 		$201K Buy
+1,678
New +$193K 0.01% 319

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Connecticut Wealth Management's VT Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 18% in Q2 2026, selling an estimated $43K and leaving 1,274 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #336.

Connecticut Wealth Management first reported a position in VT in Q3 2024 and has held it in 5 quarters since. The position peaked at $219K in Q4 2025. 834 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Connecticut Wealth Management held 1,274 shares of Vanguard Total World Stock ETF worth $200K as of Q2 2026.
  • Connecticut Wealth Management sold 282 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $43K.
  • Vanguard Total World Stock ETF made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #336 holding.
  • Connecticut Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2024 and has held it in 5 quarters since.
  • Connecticut Wealth Management's Vanguard Total World Stock ETF position peaked at $219K in Q4 2025.
  • 834 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.