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

Five Pine 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
Q3 		$1.93M Buy
12,252
+453
+4% +$71.8K 1.09% 21
2026
Q2 		$1.85M Sell
11,799
-144
-1% -$22K 1.05% 20
2026
Q1 		$1.65M Buy
11,943
+4,407
+58% +$634K 1.03% 21
2025
Q4 		$1.06M Buy
7,536
+49
+0.7% +$6.85K 0.68% 22
2025
Q3 		$1.03M Sell
7,487
-318
-4% -$42.3K 0.7% 22
2025
Q2 		$1M Buy
7,805
+856
+12% +$102K 0.74% 22
2025
Q1 		$806K Buy
6,949
+813
+13% +$97.3K 0.66% 24
2024
Q4 		$721K Buy
+6,136
New +$737K 0.61% 25

Other funds holding VT

SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Topor & Co Korea
Topor & Co Korea Seoul $127M AUM 13.22% 1-Year Est. Return
GoalFusion Wealth Management
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Five Pine Wealth Management's VT Position: Q3 2026 in Review

Five Pine Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 3.8% in Q3 2026, buying an estimated $71.8K and bringing the position to 12,252 shares worth $1.93M. The position accounts for 1.09% of the portfolio, ranked #21.

Five Pine Wealth Management first reported a position in VT in Q4 2024 and has held it in 8 quarters since. 419 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Five Pine Wealth Management held 12,252 shares of Vanguard Total World Stock ETF worth $1.93M as of Q3 2026.
  • Five Pine Wealth Management bought 453 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $71.8K.
  • Vanguard Total World Stock ETF made up 1.09% of Five Pine Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Five Pine Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 8 quarters since.
  • 419 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Five Pine Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.