CWM
VT icon

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
Q3 		$208K Buy
1,320
+46
+4% +$7.3K 0.01% 329
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

GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
PPF
Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

Connecticut Wealth Management's VT Position: Q3 2026 in Review

Connecticut Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 3.6% in Q3 2026, buying an estimated $7.3K and bringing the position to 1,320 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #329.

Connecticut Wealth Management first reported a position in VT in Q3 2024 and has held it in 6 quarters since. The position peaked at $219K in Q4 2025. 99 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Connecticut Wealth Management held 1,320 shares of Vanguard Total World Stock ETF worth $208K as of Q3 2026.
  • Connecticut Wealth Management bought 46 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $7.3K.
  • Vanguard Total World Stock ETF made up 0.01% of Connecticut Wealth Management's portfolio in Q3 2026, its #329 holding.
  • Connecticut Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2024 and has held it in 6 quarters since.
  • Connecticut Wealth Management's Vanguard Total World Stock ETF position peaked at $219K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Connecticut Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.