Family Management’s Vanguard Total World Stock ETF VT Stock Holding History

Family 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	$1.88M	Sell	11,987 -134	-1%	-$20.4K	0.19%	94
2026 Q1	$1.68M	Buy	12,121 +3,115	+35%	+$448K	0.2%	94
2025 Q4	$1.27M	Hold	9,006	–	–	0.16%	90
2025 Q3	$1.24M	Hold	9,006	–	–	0.17%	91
2025 Q2	$1.16M	Hold	9,006	–	–	0.17%	91
2025 Q1	$1.04M	Hold	9,006	–	–	0.17%	90
2024 Q4	$1.06M	Hold	9,006	–	–	0.17%	89
2024 Q3	$1.08M	Hold	9,006	–	–	0.18%	84
2024 Q2	$1.01M	Buy	+9,006	New	+$993K	0.18%	76
2020 Q2	–	Sell	-8,062	Closed	-$506K	–	178
2020 Q1	$506K	Sell	8,062 -2,861	-26%	-$216K	0.25%	75
2019 Q4	$885K	Sell	10,923 -471	-4%	-$36.6K	0.31%	67
2019 Q3	$852K	Buy	11,394 +781	+7%	+$58.3K	0.32%	64
2019 Q2	$798K	Buy	10,613 +3,199	+43%	+$237K	0.31%	63
2019 Q1	$542K	Buy	7,414 +576	+8%	+$40.9K	0.23%	77
2018 Q4	$448K	Buy	+6,838	New	+$479K	0.19%	81

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

Family Management's VT Position: Q2 2026 in Review

Family Management reduced its Vanguard Total World Stock ETF (VT) stake by 1.1% in Q2 2026, selling an estimated $20.4K and leaving 11,987 shares worth $1.88M. The position accounts for 0.19% of the portfolio, ranked #94.

Family Management first reported a position in VT in Q4 2018 and has held it in 15 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Family Management held 11,987 shares of Vanguard Total World Stock ETF worth $1.88M as of Q2 2026.
Family Management sold 134 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $20.4K.
Vanguard Total World Stock ETF made up 0.19% of Family Management's portfolio in Q2 2026, its #94 holding.
Family Management first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 15 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.