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

Institute for 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	$19.3K	Buy	+123	New	+$18.8K	﹤0.01%	1141

Other funds holding VT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Institute for Wealth Management's VT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 123 shares worth $19.3K. The stake represents ﹤0.01% of the portfolio and ranks #1141 among its holdings.

923 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Institute for Wealth Management held 123 shares of Vanguard Total World Stock ETF worth $19.3K as of Q2 2026.
Vanguard Total World Stock ETF was a new Institute for Wealth Management position in Q2 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1141 holding.
923 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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