Ellenbecker Investment Group’s Vanguard Total World Stock ETF VT Stock Holding History

Ellenbecker Investment Group’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	$618K	Buy	+3,938	New	+$601K	0.07%	69

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

Ellenbecker Investment Group's VT Position: Q2 2026 in Review

Ellenbecker Investment Group opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 3,938 shares worth $618K. The stake represents 0.07% of the portfolio and ranks #69 among its holdings.

1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Ellenbecker Investment Group held 3,938 shares of Vanguard Total World Stock ETF worth $618K as of Q2 2026.
Vanguard Total World Stock ETF was a new Ellenbecker Investment Group position in Q2 2026.
Vanguard Total World Stock ETF made up 0.07% of Ellenbecker Investment Group's portfolio in Q2 2026, its #69 holding.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.