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

Endowment 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 		$4.92M Buy
31,316
+263
+0.8% +$40.1K 1.9% 12
2026
Q1 		$4.3M Sell
31,053
-430
-1% -$61.8K 1.9% 14
2025
Q4 		$4.44M Buy
31,483
+1,160
+4% +$162K 2.04% 13
2025
Q3 		$4.18M Sell
30,323
-90
-0.3% -$12K 1.9% 11
2025
Q2 		$3.91M Sell
30,413
-6,026
-17% -$721K 2.02% 9
2025
Q1 		$4.23M Buy
36,439
+7,314
+25% +$875K 2.72% 6
2024
Q4 		$3.42M Buy
29,125
+526
+2% +$63.1K 2.3% 9
2024
Q3 		$3.42M Buy
28,599
+697
+2% +$80.2K 2.25% 11
2024
Q2 		$3.14M Buy
27,902
+85
+0.3% +$9.37K 2.29% 11
2024
Q1 		$3.07M Buy
27,817
+1,483
+6% +$157K 2.3% 9
2023
Q4 		$2.71M Buy
26,334
+169
+0.6% +$16.3K 2.25% 10
2023
Q3 		$2.44M Buy
26,165
+115
+0.4% +$11.2K 2.19% 10
2023
Q2 		$2.53M Sell
26,050
-223
-0.8% -$20.9K 2.31% 9
2023
Q1 		$2.38M Sell
26,273
-3,024
-10% -$274K 2.39% 9
2022
Q4 		$2.53M Sell
29,297
-214
-0.7% -$18.3K 2.78% 7
2022
Q3 		$2.33M Buy
29,511
+387
+1% +$34K 2.82% 7
2022
Q2 		$2.48M Buy
29,124
+663
+2% +$61.3K 2.99% 7
2022
Q1 		$2.88M Buy
28,461
+2,616
+10% +$265K 3.03% 7
2021
Q4 		$2.78M Buy
+25,845
New +$2.75M 2.81% 8

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Endowment Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 0.85% in Q2 2026, buying an estimated $40.1K and bringing the position to 31,316 shares worth $4.92M. The position accounts for 1.9% of the portfolio, ranked #12.

Endowment Wealth Management first reported a position in VT in Q4 2021 and has held it in 19 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Endowment Wealth Management held 31,316 shares of Vanguard Total World Stock ETF worth $4.92M as of Q2 2026.
  • Endowment Wealth Management bought 263 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $40.1K.
  • Vanguard Total World Stock ETF made up 1.9% of Endowment Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Endowment Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.