Lakeridge Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Lakeridge 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	$239K	Buy	1,522 +1	+0.1%	+$153	0.09%	165
2026 Q1	$210K	Buy	1,521 +1	+0.1%	+$144	0.09%	163
2025 Q4	$214K	Buy	1,520 +3	+0.2%	+$419	0.1%	151
2025 Q3	$209K	Buy	+1,517	New	+$202K	0.09%	145

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

Lakeridge Wealth Management's VT Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 0.07% in Q2 2026, buying an estimated $153 and bringing the position to 1,522 shares worth $239K. The position accounts for 0.09% of the portfolio, ranked #165.

Lakeridge Wealth Management first reported a position in VT in Q3 2025 and has held it in 4 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Lakeridge Wealth Management held 1,522 shares of Vanguard Total World Stock ETF worth $239K as of Q2 2026.
Lakeridge Wealth Management bought 1 Vanguard Total World Stock ETF share in Q2 2026, an estimated $153.
Vanguard Total World Stock ETF made up 0.09% of Lakeridge Wealth Management's portfolio in Q2 2026, its #165 holding.
Lakeridge Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 4 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.