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

Elmwood 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	$624K	Sell	3,974 -301	-7%	-$45.9K	0.16%	113
2026 Q1	$591K	Buy	4,275 +384	+10%	+$55.2K	0.16%	109
2025 Q4	$549K	Buy	+3,891	New	+$544K	0.17%	112
2022 Q1	–	Sell	-110	Closed	-$12K	–	324
2021 Q4	$12K	Buy	+110	New	+$11.7K	0.01%	281
2021 Q2	$11K	Hold	110	–	–	0.01%	256
2021 Q1	$11K	Buy	+110	New	+$10.6K	0.01%	248
2020 Q3	$14K	Hold	185	–	–	0.01%	175
2020 Q2	$14K	Buy	185 +75	+68%	+$5.29K	0.01%	175
2020 Q1	$8.1K	Buy	+110	New	+$8.29K	0.01%	203
2019 Q4	–	Sell	-185	Closed	-$14K	–	244
2019 Q3	$14K	Hold	185	–	–	0.01%	163
2019 Q2	$14K	Hold	185	–	–	0.01%	176
2019 Q1	$14K	Hold	185	–	–	0.01%	171
2018 Q4	$12K	Hold	185	–	–	0.01%	181
2018 Q3	$14K	Hold	185	–	–	0.01%	187
2018 Q2	$13.6K	Buy	185 +75	+68%	+$5.59K	0.01%	186
2018 Q1	$8.1K	Buy	+110	New	+$8.34K	0.01%	203

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

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

Elmwood Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 7% in Q2 2026, selling an estimated $45.9K and leaving 3,974 shares worth $624K. The position accounts for 0.16% of the portfolio, ranked #113.

Elmwood Wealth Management first reported a position in VT in Q1 2018 and has held it in 16 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Elmwood Wealth Management held 3,974 shares of Vanguard Total World Stock ETF worth $624K as of Q2 2026.
Elmwood Wealth Management sold 301 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $45.9K.
Vanguard Total World Stock ETF made up 0.16% of Elmwood Wealth Management's portfolio in Q2 2026, its #113 holding.
Elmwood Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2018 and has held it in 16 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.