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Golden State Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Golden State Wealth 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 		$122K Sell
779
-1,603
-67% -$245K 0.01% 519
2026
Q1 		$330K Buy
2,382
+516
+28% +$74.2K 0.04% 314
2025
Q4 		$263K Buy
1,866
+15
+0.8% +$2.1K 0.03% 345
2025
Q3 		$255K Buy
1,851
+5
+0.3% +$664 0.03% 337
2025
Q2 		$237K Buy
1,846
+8
+0.4% +$957 0.03% 338
2025
Q1 		$213K Buy
1,838
+5
+0.3% +$598 0.03% 328
2024
Q4 		$215K Buy
+1,833
New +$220K 0.03% 309
2022
Q1 		– Sell
-20,402
Closed -$2.19M – 369
2021
Q4 		$2.19M Sell
20,402
-507
-2% -$53.9K 0.38% 47
2021
Q3 		$2.13M Sell
20,909
-216
-1% -$22.6K 0.46% 40
2021
Q2 		$2.19M Sell
21,125
-1,296
-6% -$132K 0.48% 36
2021
Q1 		$2.18M Buy
22,421
+1
+0% +$96 0.72% 27
2020
Q4 		$2.08M Buy
22,420
+357
+2% +$31K 0.6% 34
2020
Q3 		$1.78M Buy
+22,063
New +$1.77M 0.59% 29
2020
Q2 		– Sell
-23,424
Closed -$1.47M – 928
2020
Q1 		$1.47M Buy
+23,424
New +$1.77M 0.65% 28
2019
Q4 		– Sell
-11,604
Closed -$868K – 938
2019
Q3 		$868K Sell
11,604
-292
-2% -$21.8K 0.29% 68
2019
Q2 		$894K Buy
11,896
+9
+0.1% +$667 0.28% 72
2019
Q1 		$870K Buy
+11,887
New +$844K 0.29% 73

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

Golden State Wealth Management's VT Position: Q2 2026 in Review

Golden State Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 67% in Q2 2026, selling an estimated $245K and leaving 779 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #519.

Golden State Wealth Management first reported a position in VT in Q1 2019 and has held it in 17 quarters since. The position peaked at $2.19M in Q4 2021. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Golden State Wealth Management held 779 shares of Vanguard Total World Stock ETF worth $122K as of Q2 2026.
  • Golden State Wealth Management sold 1,603 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $245K.
  • Vanguard Total World Stock ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #519 holding.
  • Golden State Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2019 and has held it in 17 quarters since.
  • Golden State Wealth Management's Vanguard Total World Stock ETF position peaked at $2.19M in Q4 2021.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.