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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
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

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

KWMG LLC's VT Position: Q2 2026 in Review

KWMG LLC increased its Vanguard Total World Stock ETF (VT) stake by 1.2% in Q2 2026, buying an estimated $5.64K and bringing the position to 3,127 shares worth $491K. The position accounts for 0.04% of the portfolio, ranked #118.

KWMG LLC first reported a position in VT in Q2 2016 and has held it in 17 quarters since. The position peaked at $748K in Q3 2016. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • KWMG LLC held 3,127 shares of Vanguard Total World Stock ETF worth $491K as of Q2 2026.
  • KWMG LLC bought 37 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $5.64K.
  • Vanguard Total World Stock ETF made up 0.04% of KWMG LLC's portfolio in Q2 2026, its #118 holding.
  • KWMG LLC first reported a position in Vanguard Total World Stock ETF in Q2 2016 and has held it in 17 quarters since.
  • KWMG LLC's Vanguard Total World Stock ETF position peaked at $748K in Q3 2016.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.