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 Q2	$2.82M	Sell	20,366 -130	-0.6%	-$19.8K	1.87%	15
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 $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

Hartmann Taylor Wealth Management's VT Position: Q2 2026 in Review

Hartmann Taylor Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 0.63% in Q2 2026, selling an estimated $19.8K and leaving 20,366 shares worth $2.82M. 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 6 quarters since. The position peaked at $2.9M in Q4 2025. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Hartmann Taylor Wealth Management held 20,366 shares of Vanguard Total World Stock ETF worth $2.82M as of Q2 2026.
Hartmann Taylor Wealth Management sold 130 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $19.8K.
Vanguard Total World Stock ETF made up 1.87% of Hartmann Taylor Wealth Management's portfolio in Q2 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 6 quarters since.
Hartmann Taylor Wealth Management's Vanguard Total World Stock ETF position peaked at $2.9M in Q4 2025.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.