Gateway Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Gateway Wealth Partners’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	$7.83M	Sell	49,900 -26,002	-34%	-$3.97M	0.47%	51
2026 Q1	$10.5M	Buy	75,902 +60,113	+381%	+$8.65M	0.41%	63
2025 Q4	$2.23M	Buy	15,789 +7,152	+83%	+$1,000K	0.25%	112
2025 Q3	$1.19M	Buy	8,637 +2,425	+39%	+$322K	0.16%	141
2025 Q2	$798K	Buy	6,212 +1,311	+27%	+$157K	0.15%	152
2025 Q1	$568K	Buy	4,901 +869	+22%	+$104K	0.13%	162
2024 Q4	$474K	Buy	4,032 +1,956	+94%	+$235K	0.12%	170
2024 Q3	$248K	Buy	+2,076	New	+$239K	0.07%	240

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

Gateway Wealth Partners's VT Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Vanguard Total World Stock ETF (VT) stake by 34% in Q2 2026, selling an estimated $3.97M and leaving 49,900 shares worth $7.83M. The position accounts for 0.47% of the portfolio, ranked #51.

Gateway Wealth Partners first reported a position in VT in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.5M in Q1 2026. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Gateway Wealth Partners held 49,900 shares of Vanguard Total World Stock ETF worth $7.83M as of Q2 2026.
Gateway Wealth Partners sold 26,002 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $3.97M.
Vanguard Total World Stock ETF made up 0.47% of Gateway Wealth Partners's portfolio in Q2 2026, its #51 holding.
Gateway Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q3 2024 and has held it in 8 quarters since.
Gateway Wealth Partners's Vanguard Total World Stock ETF position peaked at $10.5M in Q1 2026.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.