HM Payson & Co’s Vanguard Total World Stock ETF VT Stock Holding History

HM Payson & Co’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	–	Sell	-37	Closed	-$5.64K	–	1139
2026 Q1	$5.1K	Buy	+37	New	+$5.32K	﹤0.01%	973
2023 Q4	–	Sell	-401	Closed	-$37.3K	–	1041
2023 Q3	$37.3K	Buy	401 +400	+40,000%	+$38.8K	﹤0.01%	634
2023 Q2	$74	Sell	1 -371	-100%	-$34.8K	﹤0.01%	987
2023 Q1	$34.2K	Hold	372	–	–	﹤0.01%	638
2022 Q4	$32K	Hold	372	–	–	﹤0.01%	616
2022 Q3	$29K	Hold	372	–	–	﹤0.01%	649
2022 Q2	$32K	Hold	372	–	–	﹤0.01%	649
2022 Q1	$38K	Hold	372	–	–	﹤0.01%	638
2021 Q4	$40K	Sell	372 -112	-23%	-$11.9K	﹤0.01%	650
2021 Q3	$49K	Buy	+484	New	+$50.7K	﹤0.01%	594
2021 Q2	–	Sell	-833	Closed	-$81K	–	1185
2021 Q1	$81K	Buy	+833	New	+$80.1K	﹤0.01%	520
2018 Q4	–	Sell	-3,623	Closed	-$275K	–	321
2018 Q3	$275K	Hold	3,623	–	–	0.01%	284
2018 Q2	$266K	Buy	+3,623	New	+$270K	0.01%	291

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

HM Payson & Co's VT Position: Q2 2026 in Review

HM Payson & Co sold out of Vanguard Total World Stock ETF (VT) in Q2 2026, closing a stake of 37 shares — an estimated $5.64K sold.

HM Payson & Co first reported a position in VT in Q2 2018 and held it in 13 quarters. The position peaked at $275K in Q3 2018. 1,314 funds tracked by Wall St. Rank hold VT as of Q2 2026.

HM Payson & Co reported no remaining Vanguard Total World Stock ETF position as of Q2 2026 after selling out during the quarter.
HM Payson & Co sold 37 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $5.64K.
HM Payson & Co first reported a position in Vanguard Total World Stock ETF in Q2 2018 and held it in 13 quarters.
HM Payson & Co's Vanguard Total World Stock ETF position peaked at $275K in Q3 2018.
1,314 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.