Johnson & White Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Johnson & White 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	$1.19M	Sell	7,561 -831	-10%	-$127K	0.44%	50
2026 Q1	$1.16M	Buy	8,392 +96	+1%	+$13.8K	0.49%	42
2025 Q4	$1.17M	Sell	8,296 -32	-0.4%	-$4.47K	0.51%	42
2025 Q3	$1.15M	Sell	8,328 -75	-0.9%	-$9.97K	0.53%	42
2025 Q2	$1.08M	Buy	8,403 +237	+3%	+$28.3K	0.54%	42
2025 Q1	$947K	Sell	8,166 -761	-9%	-$91.1K	0.53%	45
2024 Q4	$1.05M	Buy	+8,927	New	+$1.07M	0.63%	37
2024 Q2	–	Sell	-17,568	Closed	-$1.94M	–	85
2024 Q1	$1.94M	Buy	17,568 +569	+3%	+$60.2K	1.41%	20
2023 Q4	$1.75M	Sell	16,999 -374	-2%	-$36K	1.45%	21
2023 Q3	$1.62M	Buy	+17,373	New	+$1.69M	1.46%	22
2023 Q2	–	Sell	-18,362	Closed	-$1.69M	–	71
2023 Q1	$1.69M	Buy	18,362 +7,328	+66%	+$664K	1.51%	20
2022 Q4	$252K	Sell	11,034 -10,809	-49%	-$923K	0.25%	67
2022 Q3	$1.72M	Buy	+21,843	New	+$1.92M	1.94%	18

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

Johnson & White Wealth Management's VT Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 9.9% in Q2 2026, selling an estimated $127K and leaving 7,561 shares worth $1.19M. The position accounts for 0.44% of the portfolio, ranked #50.

Johnson & White Wealth Management first reported a position in VT in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.94M in Q1 2024. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Johnson & White Wealth Management held 7,561 shares of Vanguard Total World Stock ETF worth $1.19M as of Q2 2026.
Johnson & White Wealth Management sold 831 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $127K.
Vanguard Total World Stock ETF made up 0.44% of Johnson & White Wealth Management's portfolio in Q2 2026, its #50 holding.
Johnson & White Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2022 and has held it in 13 quarters since.
Johnson & White Wealth Management's Vanguard Total World Stock ETF position peaked at $1.94M in Q1 2024.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.