GHI
VT icon

Gross & Hartman Investments’s Vanguard Total World Stock ETF VT Stock Holding History

Gross & Hartman Investments’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 		$573K Buy
3,651
+87
+2% +$13.3K 0.25% 34
2026
Q1 		$493K Buy
3,564
+339
+11% +$48.8K 0.26% 38
2025
Q4 		$455K Buy
+3,225
New +$451K 0.26% 38

Other funds holding VT

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Gross & Hartman Investments's VT Position: Q2 2026 in Review

Gross & Hartman Investments increased its Vanguard Total World Stock ETF (VT) stake by 2.4% in Q2 2026, buying an estimated $13.3K and bringing the position to 3,651 shares worth $573K. The position accounts for 0.25% of the portfolio, ranked #34.

Gross & Hartman Investments first reported a position in VT in Q4 2025 and has held it in 3 quarters since. 1,266 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Gross & Hartman Investments held 3,651 shares of Vanguard Total World Stock ETF worth $573K as of Q2 2026.
  • Gross & Hartman Investments bought 87 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $13.3K.
  • Vanguard Total World Stock ETF made up 0.25% of Gross & Hartman Investments's portfolio in Q2 2026, its #34 holding.
  • Gross & Hartman Investments first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,266 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.