Hartmann Taylor Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Hartmann Taylor 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 Q1	$2.84M	Sell	20,496 -50	-0.2%	-$7.19K	1.87%	15
2025 Q4	$2.9M	Buy	20,546 +1,110	+6%	+$155K	1.96%	15
2025 Q3	$2.68M	Buy	19,436 +406	+2%	+$54K	1.92%	16
2025 Q2	$2.45M	Buy	19,030 +353	+2%	+$42.2K	2.04%	13
2025 Q1	$2.17M	Buy	+18,677	New	+$2.23M	1.94%	16

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hartmann Taylor Wealth Management's VT Position: Q1 2026 in Review

Hartmann Taylor Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 0.24% in Q1 2026, selling an estimated $7.19K and leaving 20,496 shares worth $2.84M. The position accounts for 1.87% of the portfolio, ranked #15.

Hartmann Taylor Wealth Management first reported a position in VT in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.9M in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Hartmann Taylor Wealth Management held 20,496 shares of Vanguard Total World Stock ETF worth $2.84M as of Q1 2026.
Hartmann Taylor Wealth Management sold 50 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $7.19K.
Vanguard Total World Stock ETF made up 1.87% of Hartmann Taylor Wealth Management's portfolio in Q1 2026, its #15 holding.
Hartmann Taylor Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2025 and has held it in 5 quarters since.
Hartmann Taylor Wealth Management's Vanguard Total World Stock ETF position peaked at $2.9M in Q4 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.