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

HB 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 		$13.9M Sell
88,358
-13,090
-13% -$2M 0.08% 137
2026
Q1 		$14M Buy
101,448
+10
+0% +$1.44K 0.09% 115
2025
Q4 		$14.3M Sell
101,438
-1,955
-2% -$273K 0.09% 116
2025
Q3 		$14.2M Buy
103,393
+3,319
+3% +$441K 0.1% 114
2025
Q2 		$12.9M Sell
100,074
-4,537
-4% -$543K 0.1% 107
2025
Q1 		$12.1M Buy
104,611
+89,536
+594% +$10.7M 0.1% 112
2024
Q4 		$1.77M Sell
15,075
-22
-0.1% -$2.64K 0.02% 303
2024
Q3 		$1.81M Buy
15,097
+874
+6% +$101K 0.02% 292
2024
Q2 		$1.6M Buy
14,223
+37
+0.3% +$4.08K 0.02% 294
2024
Q1 		$1.57M Sell
14,186
-1,588
-10% -$168K 0.02% 285
2023
Q4 		$1.62M Sell
15,774
-1,659
-10% -$160K 0.02% 253
2023
Q3 		$1.62M Sell
17,433
-402
-2% -$39K 0.03% 234
2023
Q2 		$1.73M Buy
17,835
+356
+2% +$33.4K 0.03% 225
2023
Q1 		$1.61M Buy
17,479
+225
+1% +$20.4K 0.03% 223
2022
Q4 		$1.49M Sell
17,254
-752
-4% -$64.2K 0.03% 234
2022
Q3 		$1.42M Sell
18,006
-3,738
-17% -$328K 0.03% 213
2022
Q2 		$1.86M Sell
21,744
-131
-0.6% -$12.1K 0.04% 181
2022
Q1 		$2.22M Buy
21,875
+5,550
+34% +$562K 0.04% 170
2021
Q4 		$1.75M Buy
+16,325
New +$1.73M 0.04% 172

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

HB Wealth Management's VT Position: Q2 2026 in Review

HB Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 13% in Q2 2026, selling an estimated $2M and leaving 88,358 shares worth $13.9M. The position accounts for 0.08% of the portfolio, ranked #137.

HB Wealth Management first reported a position in VT in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.3M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • HB Wealth Management held 88,358 shares of Vanguard Total World Stock ETF worth $13.9M as of Q2 2026.
  • HB Wealth Management sold 13,090 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $2M.
  • Vanguard Total World Stock ETF made up 0.08% of HB Wealth Management's portfolio in Q2 2026, its #137 holding.
  • HB Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Vanguard Total World Stock ETF position peaked at $14.3M in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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