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KWMG LLC’s Vanguard Total World Stock ETF VT Stock Holding History

KWMG LLC’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
Q3 		$499K Buy
3,159
+32
+1% +$5.08K 0.04% 114
2026
Q2 		$491K Buy
3,127
+37
+1% +$5.64K 0.04% 118
2026
Q1 		$427K Buy
3,090
+34
+1% +$4.89K 0.04% 122
2025
Q4 		$431K Buy
3,056
+44
+1% +$6.15K 0.04% 126
2025
Q3 		$415K Buy
+3,012
New +$400K 0.04% 123
2019
Q3 		– Sell
-2,679
Closed -$201K – 119
2019
Q2 		$201K Sell
2,679
-83
-3% -$6.15K 0.05% 112
2019
Q1 		$202K Sell
2,762
-2,303
-45% -$163K 0.05% 113
2018
Q4 		$332K Sell
5,065
-1,562
-24% -$109K 0.09% 103
2018
Q3 		$503K Sell
6,627
-499
-7% -$37.6K 0.13% 94
2018
Q2 		$523K Sell
7,126
-92
-1% -$6.86K 0.14% 94
2018
Q1 		$531K Sell
7,218
-316
-4% -$23.9K 0.16% 90
2017
Q4 		$559K Sell
7,534
-102
-1% -$7.41K 0.17% 93
2017
Q3 		$540K Sell
7,636
-302
-4% -$20.9K 0.18% 92
2017
Q2 		$536K Sell
7,938
-939
-11% -$62.8K 0.19% 91
2017
Q1 		$579K Sell
8,877
-2,778
-24% -$178K 0.22% 90
2016
Q4 		$711K Sell
11,655
-630
-5% -$38.1K 0.31% 94
2016
Q3 		$748K Sell
12,285
-489
-4% -$29.5K 0.36% 83
2016
Q2 		$742K Buy
+12,774
New +$741K 0.4% 73

Other funds holding VT

GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC's VT Position: Q3 2026 in Review

KWMG LLC increased its Vanguard Total World Stock ETF (VT) stake by 1% in Q3 2026, buying an estimated $5.08K and bringing the position to 3,159 shares worth $499K. The position accounts for 0.04% of the portfolio, ranked #114.

KWMG LLC first reported a position in VT in Q2 2016 and has held it in 18 quarters since. The position peaked at $748K in Q3 2016. 63 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • KWMG LLC held 3,159 shares of Vanguard Total World Stock ETF worth $499K as of Q3 2026.
  • KWMG LLC bought 32 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $5.08K.
  • Vanguard Total World Stock ETF made up 0.04% of KWMG LLC's portfolio in Q3 2026, its #114 holding.
  • KWMG LLC first reported a position in Vanguard Total World Stock ETF in Q2 2016 and has held it in 18 quarters since.
  • KWMG LLC's Vanguard Total World Stock ETF position peaked at $748K in Q3 2016.
  • 63 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.