Klingman & Associates’s Vanguard Total World Stock ETF VT Stock Holding History

Klingman & Associates’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	$234K	Sell	1,488 -35	-2%	-$5.34K	0.01%	315
2026 Q1	$211K	Hold	1,523	–	–	0.01%	319
2025 Q4	$215K	Hold	1,523	–	–	0.01%	306
2025 Q3	$210K	Buy	+1,523	New	+$202K	0.01%	305
2016 Q4	–	Sell	-1,195	Closed	-$73K	–	316
2016 Q3	$73K	Hold	1,195	–	–	0.02%	160
2016 Q2	$69K	Hold	1,195	–	–	0.02%	168
2016 Q1	$69K	Hold	1,195	–	–	0.02%	170
2015 Q4	$69K	Hold	1,195	–	–	0.03%	194
2015 Q3	$66K	Hold	1,195	–	–	0.03%	193
2015 Q2	$74K	Hold	1,195	–	–	0.03%	160
2015 Q1	$74K	Hold	1,195	–	–	0.03%	153
2014 Q4	$71K	Buy	+1,195	New	+$71.8K	0.03%	154

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

Klingman & Associates's VT Position: Q2 2026 in Review

Klingman & Associates reduced its Vanguard Total World Stock ETF (VT) stake by 2.3% in Q2 2026, selling an estimated $5.34K and leaving 1,488 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #315.

Klingman & Associates first reported a position in VT in Q4 2014 and has held it in 12 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Klingman & Associates held 1,488 shares of Vanguard Total World Stock ETF worth $234K as of Q2 2026.
Klingman & Associates sold 35 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $5.34K.
Vanguard Total World Stock ETF made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #315 holding.
Klingman & Associates first reported a position in Vanguard Total World Stock ETF in Q4 2014 and has held it in 12 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.