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Forum Financial Management’s Vanguard Total World Stock ETF VT Stock Holding History

Forum Financial 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 		$535K Sell
3,410
-54
-2% -$8.24K 0.01% 200
2026
Q1 		$479K Buy
3,464
+37
+1% +$5.32K 0.01% 205
2025
Q4 		$483K Sell
3,427
-68
-2% -$9.51K 0.01% 489
2025
Q3 		$482K Buy
3,495
+562
+19% +$74.7K 0.01% 473
2025
Q2 		$377K Sell
2,933
-30
-1% -$3.59K 0.01% 535
2025
Q1 		$344K Buy
2,963
+289
+11% +$34.6K 0.01% 527
2024
Q4 		$314K Buy
2,674
+637
+31% +$76.5K 0.01% 587
2024
Q3 		$244K Sell
2,037
-22
-1% -$2.53K ﹤0.01% 625
2024
Q2 		$232K Buy
2,059
+154
+8% +$17K ﹤0.01% 596
2024
Q1 		$211K Buy
+1,905
New +$201K ﹤0.01% 685

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

Forum Financial Management's VT Position: Q2 2026 in Review

Forum Financial Management reduced its Vanguard Total World Stock ETF (VT) stake by 1.6% in Q2 2026, selling an estimated $8.24K and leaving 3,410 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #200.

Forum Financial Management first reported a position in VT in Q1 2024 and has held it in 10 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Forum Financial Management held 3,410 shares of Vanguard Total World Stock ETF worth $535K as of Q2 2026.
  • Forum Financial Management sold 54 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $8.24K.
  • Vanguard Total World Stock ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #200 holding.
  • Forum Financial Management first reported a position in Vanguard Total World Stock ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.