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

Diversify 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	$74.8M	Sell	484,457 -2,259	-0.5%	-$345K	1.25%	11
2026 Q1	$72.5M	Buy	+486,716	New	+$70M	1.29%	12
2025 Q4	–	Sell	-1,722	Closed	-$242K	–	636
2025 Q3	$242K	Buy	+1,722	New	+$229K	0.01%	489

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

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

Diversify Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 0.46% in Q2 2026, selling an estimated $345K and leaving 484,457 shares worth $74.8M. The position accounts for 1.25% of the portfolio, ranked #11.

Diversify Wealth Management first reported a position in VT in Q3 2025 and has held it in 3 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Diversify Wealth Management held 484,457 shares of Vanguard Total World Stock ETF worth $74.8M as of Q2 2026.
Diversify Wealth Management sold 2,259 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $345K.
Vanguard Total World Stock ETF made up 1.25% of Diversify Wealth Management's portfolio in Q2 2026, its #11 holding.
Diversify Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 3 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.