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

Hohimer 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	$367K	Sell	2,337 -92	-4%	-$14K	0.04%	250
2026 Q1	$336K	Buy	2,429 +2	+0.1%	+$288	0.04%	231
2025 Q4	$342K	Buy	2,427 +9	+0.4%	+$1.26K	0.05%	213
2025 Q3	$333K	Hold	2,418	–	–	0.05%	211
2025 Q2	$311K	Sell	2,418 -847	-26%	-$101K	0.06%	180
2025 Q1	$379K	Hold	3,265	–	–	0.07%	180
2024 Q4	$384K	Hold	3,265	–	–	0.07%	162
2024 Q3	$391K	Sell	3,265 -2,000	-38%	-$230K	0.08%	148
2024 Q2	$593K	Hold	5,265	–	–	0.14%	143
2024 Q1	$582K	Sell	5,265 -2,325	-31%	-$246K	0.14%	150
2023 Q4	$781K	Buy	+7,590	New	+$730K	0.2%	134

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

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

Hohimer Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 3.8% in Q2 2026, selling an estimated $14K and leaving 2,337 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #250.

Hohimer Wealth Management first reported a position in VT in Q4 2023 and has held it in 11 quarters since. The position peaked at $781K in Q4 2023. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Hohimer Wealth Management held 2,337 shares of Vanguard Total World Stock ETF worth $367K as of Q2 2026.
Hohimer Wealth Management sold 92 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $14K.
Vanguard Total World Stock ETF made up 0.04% of Hohimer Wealth Management's portfolio in Q2 2026, its #250 holding.
Hohimer Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
Hohimer Wealth Management's Vanguard Total World Stock ETF position peaked at $781K in Q4 2023.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.