Ironwood Financial’s Vanguard Total World Stock ETF VT Stock Holding History

Ironwood Financial’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	$7.18M	Buy	46,094 +3,866	+9%	+$590K	1.12%	25
2026 Q1	$5.84M	Buy	42,228 +2,789	+7%	+$401K	1.02%	30
2025 Q4	$5.73M	Buy	39,439 +3,819	+11%	+$534K	0.97%	32
2025 Q3	$4.91M	Buy	35,620 +5,901	+20%	+$784K	0.87%	32
2025 Q2	$3.45M	Hold	29,719	–	–	0.74%	36
2025 Q1	$3.45M	Buy	29,719 +1,833	+7%	+$219K	0.74%	36
2024 Q4	$3.28M	Buy	27,886 +2,800	+11%	+$336K	0.69%	38
2024 Q3	$3M	Buy	25,086 +3,248	+15%	+$374K	0.63%	40
2024 Q2	$2.46M	Buy	21,838 +231	+1%	+$25.5K	0.55%	44
2024 Q1	$2.39M	Buy	21,607 +1,665	+8%	+$176K	0.55%	43
2023 Q4	$2.05M	Buy	19,942 +2,031	+11%	+$195K	0.5%	43
2023 Q3	$1.67M	Buy	17,911 +2,983	+20%	+$290K	0.45%	41
2023 Q2	$1.45M	Buy	14,928 +1,302	+10%	+$122K	0.38%	49
2023 Q1	$1.25M	Buy	13,626 +556	+4%	+$50.4K	0.35%	55
2022 Q4	$1.13M	Sell	13,070 -712	-5%	-$60.8K	0.35%	53
2022 Q3	$1.09M	Buy	13,782 +7	+0.1%	+$615	0.36%	54
2022 Q2	$1.18M	Buy	13,775 +777	+6%	+$71.8K	0.38%	53
2022 Q1	$1.32M	Buy	12,998 +803	+7%	+$81.3K	0.37%	53
2021 Q4	$1.31M	Buy	12,195 +3,930	+48%	+$418K	0.36%	51
2021 Q3	$842K	Buy	8,265 +3,098	+60%	+$325K	0.25%	67
2021 Q2	$535K	Buy	5,167 +4,917	+1,967%	+$501K	0.16%	77
2021 Q1	$24K	Buy	+250	New	+$24K	0.01%	246
2020 Q3	–	Sell	-415	Closed	-$31K	–	453
2020 Q2	$31K	Hold	415	–	–	0.02%	137
2020 Q1	$26K	Hold	415	–	–	0.02%	124
2019 Q4	$34K	Hold	415	–	–	0.02%	149
2019 Q3	$31K	Hold	415	–	–	0.01%	158
2019 Q2	$31K	Hold	415	–	–	0.02%	156
2019 Q1	$30K	Hold	415	–	–	0.02%	158
2018 Q4	$27K	Hold	415	–	–	0.02%	156
2018 Q3	$31K	Hold	415	–	–	0.02%	155
2018 Q2	$30K	Hold	415	–	–	0.02%	125
2018 Q1	$31K	Hold	415	–	–	0.03%	102
2017 Q4	$31K	Hold	415	–	–	0.02%	112
2017 Q3	$29K	Hold	415	–	–	0.02%	119
2017 Q2	$28K	Hold	415	–	–	0.02%	112
2017 Q1	$27K	Sell	415 -330	-44%	-$21.1K	0.02%	115
2016 Q4	$45K	Hold	745	–	–	0.03%	90
2016 Q3	$45K	Hold	745	–	–	0.03%	93
2016 Q2	$43K	Hold	745	–	–	0.03%	94
2016 Q1	$43K	Buy	+745	New	+$40.6K	0.03%	93
2015 Q3	$41K	Hold	745	–	–	0.02%	125
2015 Q2	$46K	Hold	745	–	–	0.02%	118
2015 Q1	$46K	Hold	745	–	–	0.02%	116
2014 Q4	$45K	Buy	+745	New	+$44.8K	0.02%	108

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

Ironwood Financial's VT Position: Q2 2026 in Review

Ironwood Financial increased its Vanguard Total World Stock ETF (VT) stake by 9.2% in Q2 2026, buying an estimated $590K and bringing the position to 46,094 shares worth $7.18M. The position accounts for 1.12% of the portfolio, ranked #25.

Ironwood Financial first reported a position in VT in Q4 2014 and has held it in 44 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Ironwood Financial held 46,094 shares of Vanguard Total World Stock ETF worth $7.18M as of Q2 2026.
Ironwood Financial bought 3,866 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $590K.
Vanguard Total World Stock ETF made up 1.12% of Ironwood Financial's portfolio in Q2 2026, its #25 holding.
Ironwood Financial first reported a position in Vanguard Total World Stock ETF in Q4 2014 and has held it in 44 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.