Independent Wealth Network’s Vanguard Total World Stock ETF VT Stock Holding History

Independent Wealth Network’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 Q3	$289K	Buy	1,834 +54	+3%	+$8.56K	0.07%	254
2026 Q2	$279K	Buy	1,780 +53	+3%	+$8.09K	0.07%	258
2026 Q1	$239K	Buy	1,727 +99	+6%	+$14.2K	0.07%	251
2025 Q4	$230K	Buy	1,628 +52	+3%	+$7.27K	0.07%	244
2025 Q3	$217K	Buy	1,576 +10	+0.6%	+$1.33K	0.07%	248
2025 Q2	$201K	Buy	+1,566	New	+$187K	0.07%	246

Other funds holding VT

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return

Permanent Capital Management Chicago, Illinois $3.25B AUM 6.24% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Independent Wealth Network's VT Position: Q3 2026 in Review

Independent Wealth Network increased its Vanguard Total World Stock ETF (VT) stake by 3% in Q3 2026, buying an estimated $8.56K and bringing the position to 1,834 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #254.

Independent Wealth Network first reported a position in VT in Q2 2025 and has held it in 6 quarters since. 1,048 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Independent Wealth Network held 1,834 shares of Vanguard Total World Stock ETF worth $289K as of Q3 2026.
Independent Wealth Network bought 54 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $8.56K.
Vanguard Total World Stock ETF made up 0.07% of Independent Wealth Network's portfolio in Q3 2026, its #254 holding.
Independent Wealth Network first reported a position in Vanguard Total World Stock ETF in Q2 2025 and has held it in 6 quarters since.
1,048 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.