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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

TCK

Topor & Co Korea Seoul $127M AUM

GWM

GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 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. 230 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.
230 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.