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

Costello 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	$16.7K	Buy	107 +1	+0.9%	+$153	0.01%	428
2026 Q1	$14.7K	Buy	+106	New	+$15.2K	0.01%	430
2022 Q3	–	Sell	-48	Closed	-$4K	–	236
2022 Q2	$4K	Hold	48	–	–	﹤0.01%	195
2022 Q1	$5K	Buy	+48	New	+$4.86K	﹤0.01%	198

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

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

Costello Asset Management increased its Vanguard Total World Stock ETF (VT) stake by 0.94% in Q2 2026, buying an estimated $153 and bringing the position to 107 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #428.

Costello Asset Management first reported a position in VT in Q1 2022 and has held it in 4 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Costello Asset Management held 107 shares of Vanguard Total World Stock ETF worth $16.7K as of Q2 2026.
Costello Asset Management bought 1 Vanguard Total World Stock ETF share in Q2 2026, an estimated $153.
Vanguard Total World Stock ETF made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #428 holding.
Costello Asset Management first reported a position in Vanguard Total World Stock ETF in Q1 2022 and has held it in 4 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.