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

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

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.

1,321 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.
1,321 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.