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 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

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

Five Pine Wealth Management's VT Position: Q2 2026 in Review

Five Pine Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 1.2% in Q2 2026, selling an estimated $22K and leaving 11,799 shares worth $1.85M. The position accounts for 1.05% of the portfolio, ranked #20.

Five Pine Wealth Management first reported a position in VT in Q4 2024 and has held it in 7 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Five Pine Wealth Management held 11,799 shares of Vanguard Total World Stock ETF worth $1.85M as of Q2 2026.
Five Pine Wealth Management sold 144 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $22K.
Vanguard Total World Stock ETF made up 1.05% of Five Pine Wealth Management's portfolio in Q2 2026, its #20 holding.
Five Pine Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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