F.L. Putnam Investment Management’s Vanguard Total World Stock ETF VT Stock Holding History

F.L. Putnam Investment 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	$215K	Sell	1,372 -1,500	-52%	-$229K	﹤0.01%	614
2026 Q1	$397K	Buy	+2,872	New	+$413K	0.01%	460
2021 Q3	–	Sell	-4,465	Closed	-$463K	–	421
2021 Q2	$463K	Hold	4,465	–	–	0.02%	290
2021 Q1	$434K	Hold	4,465	–	–	0.02%	262
2020 Q4	$413K	Hold	4,465	–	–	0.02%	247
2020 Q3	$360K	Hold	4,465	–	–	0.02%	230
2020 Q2	$334K	Hold	4,465	–	–	0.02%	240
2020 Q1	$280K	Hold	4,465	–	–	0.02%	243
2019 Q4	$362K	Buy	4,465 +300	+7%	+$23.3K	0.02%	246
2019 Q3	$312K	Buy	+4,165	New	+$311K	0.02%	241

Other funds holding VT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

F.L. Putnam Investment Management's VT Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its Vanguard Total World Stock ETF (VT) stake by 52% in Q2 2026, selling an estimated $229K and leaving 1,372 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

F.L. Putnam Investment Management first reported a position in VT in Q3 2019 and has held it in 10 quarters since. The position peaked at $463K in Q2 2021. 923 funds tracked by Wall St. Rank hold VT as of Q2 2026.

F.L. Putnam Investment Management held 1,372 shares of Vanguard Total World Stock ETF worth $215K as of Q2 2026.
F.L. Putnam Investment Management sold 1,500 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $229K.
Vanguard Total World Stock ETF made up ﹤0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #614 holding.
F.L. Putnam Investment Management first reported a position in Vanguard Total World Stock ETF in Q3 2019 and has held it in 10 quarters since.
F.L. Putnam Investment Management's Vanguard Total World Stock ETF position peaked at $463K in Q2 2021.
923 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.