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

GeoWealth 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	$16.3M	Buy	103,620 +58,019	+127%	+$8.85M	0.51%	34
2026 Q1	$6.31M	Sell	45,601 -1,074	-2%	-$154K	0.23%	56
2025 Q4	$6.58M	Sell	46,675 -7,513	-14%	-$1.05M	0.24%	54
2025 Q3	$7.47M	Sell	54,188 -6,396	-11%	-$850K	0.27%	48
2025 Q2	$7.79M	Sell	60,584 -2,510	-4%	-$300K	0.3%	43
2025 Q1	$7.32M	Sell	63,094 -4,876	-7%	-$583K	0.29%	45
2024 Q4	$7.99M	Buy	67,970 +466	+0.7%	+$55.9K	0.26%	65
2024 Q3	$8.08M	Sell	67,504 -2,348	-3%	-$270K	0.29%	60
2024 Q2	$7.87M	Sell	69,852 -2,399	-3%	-$265K	0.34%	43
2024 Q1	$7.98M	Buy	72,251 +72,039	+33,981%	+$7.62M	0.31%	64
2023 Q4	$21K	Sell	212 -403	-66%	-$38.8K	﹤0.01%	650
2023 Q3	$58K	Sell	615 -73	-11%	-$7.09K	0.01%	386
2023 Q2	$67K	Sell	688 -3	-0.4%	-$281	0.01%	315
2023 Q1	$63K	Buy	+691	New	+$62.6K	0.01%	279

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

GeoWealth Management's VT Position: Q2 2026 in Review

GeoWealth Management increased its Vanguard Total World Stock ETF (VT) stake by 127% in Q2 2026, buying an estimated $8.85M and bringing the position to 103,620 shares worth $16.3M. The position accounts for 0.51% of the portfolio, ranked #34.

GeoWealth Management first reported a position in VT in Q1 2023 and has held it in 14 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

GeoWealth Management held 103,620 shares of Vanguard Total World Stock ETF worth $16.3M as of Q2 2026.
GeoWealth Management bought 58,019 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $8.85M.
Vanguard Total World Stock ETF made up 0.51% of GeoWealth Management's portfolio in Q2 2026, its #34 holding.
GeoWealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 14 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.