Global Wealth Management Investment Advisory’s Vanguard Total World Stock ETF VT Stock Holding History

Global Wealth Management Investment Advisory’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	$248K	Sell	1,583 -14	-0.9%	-$2.14K	0.04%	147
2026 Q1	$221K	Sell	1,597 -132	-8%	-$19K	0.03%	149
2025 Q4	$244K	Buy	1,729 +137	+9%	+$19.1K	0.04%	139
2025 Q3	$219K	Buy	+1,592	New	+$212K	0.04%	145
2020 Q4	–	Sell	-17	Closed	-$1K	–	512
2020 Q3	$1K	Buy	+17	New	+$1.36K	﹤0.01%	435

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

Global Wealth Management Investment Advisory's VT Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Vanguard Total World Stock ETF (VT) stake by 0.88% in Q2 2026, selling an estimated $2.14K and leaving 1,583 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #147.

Global Wealth Management Investment Advisory first reported a position in VT in Q3 2020 and has held it in 5 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Global Wealth Management Investment Advisory held 1,583 shares of Vanguard Total World Stock ETF worth $248K as of Q2 2026.
Global Wealth Management Investment Advisory sold 14 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $2.14K.
Vanguard Total World Stock ETF made up 0.04% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #147 holding.
Global Wealth Management Investment Advisory first reported a position in Vanguard Total World Stock ETF in Q3 2020 and has held it in 5 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.