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Glassman Wealth Services’s Vanguard Total World Stock ETF VT Stock Holding History

Glassman Wealth Services’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 		$59.8K Buy
381
+16
+4% +$2.44K 0.01% 143
2026
Q1 		$50.5K Hold
365
– – 0.01% 118
2025
Q4 		$51.5K Sell
365
-524
-59% -$73.2K 0.01% 122
2025
Q3 		$123K Buy
889
+524
+144% +$69.6K 0.02% 89
2025
Q2 		$46.9K Buy
365
+49
+16% +$5.86K 0.01% 113
2025
Q1 		$36.6K Hold
316
– – 0.01% 113
2024
Q4 		$37.1K Hold
316
– – 0.01% 113
2024
Q3 		$37.9K Hold
316
– – 0.01% 113
2024
Q2 		$35.6K Hold
316
– – 0.01% 122
2024
Q1 		$34.9K Sell
316
-65
-17% -$6.87K 0.01% 126
2023
Q4 		$39.2K Buy
381
+300
+370% +$28.9K 0.01% 507
2023
Q3 		$7.57K Hold
81
– – ﹤0.01% 930
2023
Q2 		$7.88K Buy
81
+10
+14% +$937 ﹤0.01% 867
2023
Q1 		$6.56K Buy
71
+65
+1,083% +$5.89K ﹤0.01% 924
2022
Q4 		$538 Hold
6
– – ﹤0.01% 1614
2022
Q3 		$0 Hold
6
– – ﹤0.01% 2014
2022
Q2 		$1K Hold
6
– – ﹤0.01% 1565
2022
Q1 		$1K Buy
+6
New +$608 ﹤0.01% 1549
2021
Q4 		– Sell
-6
Closed -$1K – 1948
2021
Q3 		$1K Hold
6
– – ﹤0.01% 1491
2021
Q2 		$1K Hold
6
– – ﹤0.01% 1391
2021
Q1 		$1K Hold
6
– – ﹤0.01% 1338
2020
Q4 		$1K Hold
6
– – ﹤0.01% 1292
2020
Q3 		$0 Hold
6
– – ﹤0.01% 1507
2020
Q2 		$0 Buy
6
+4
+200% +$282 ﹤0.01% 1565
2020
Q1 		$0 Buy
+2
New +$151 ﹤0.01% 1597

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

Glassman Wealth Services's VT Position: Q2 2026 in Review

Glassman Wealth Services increased its Vanguard Total World Stock ETF (VT) stake by 4.4% in Q2 2026, buying an estimated $2.44K and bringing the position to 381 shares worth $59.8K. The position accounts for 0.01% of the portfolio, ranked #143.

Glassman Wealth Services first reported a position in VT in Q1 2020 and has held it in 25 quarters since. The position peaked at $123K in Q3 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Glassman Wealth Services held 381 shares of Vanguard Total World Stock ETF worth $59.8K as of Q2 2026.
  • Glassman Wealth Services bought 16 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $2.44K.
  • Vanguard Total World Stock ETF made up 0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #143 holding.
  • Glassman Wealth Services first reported a position in Vanguard Total World Stock ETF in Q1 2020 and has held it in 25 quarters since.
  • Glassman Wealth Services's Vanguard Total World Stock ETF position peaked at $123K in Q3 2025.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.