Elwood & Goetz Wealth Advisory Group’s Vanguard Total World Stock ETF VT Stock Holding History

Elwood & Goetz Wealth Advisory 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	$447K	Buy	2,847 +253	+10%	+$38.6K	0.07%	93
2026 Q1	$359K	Hold	2,594	–	–	0.06%	90
2025 Q4	$366K	Hold	2,594	–	–	0.06%	84
2025 Q3	$357K	Hold	2,594	–	–	0.07%	84
2025 Q2	$333K	Buy	2,594 +727	+39%	+$87K	0.07%	84
2025 Q1	$216K	Buy	+1,867	New	+$223K	0.05%	94

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

Elwood & Goetz Wealth Advisory Group's VT Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Vanguard Total World Stock ETF (VT) stake by 9.8% in Q2 2026, buying an estimated $38.6K and bringing the position to 2,847 shares worth $447K. The position accounts for 0.07% of the portfolio, ranked #93.

Elwood & Goetz Wealth Advisory Group first reported a position in VT in Q1 2025 and has held it in 6 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 2,847 shares of Vanguard Total World Stock ETF worth $447K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group bought 253 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $38.6K.
Vanguard Total World Stock ETF made up 0.07% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #93 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Vanguard Total World Stock ETF in Q1 2025 and has held it in 6 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.