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

Laurel Oak 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	$28.1M	Buy	179,208 +34,470	+24%	+$5.26M	4.1%	3
2026 Q1	$20M	Buy	144,738 +68,990	+91%	+$9.92M	3.36%	3
2025 Q4	$10.7M	Buy	+75,748	New	+$10.6M	1.8%	10

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

Laurel Oak Wealth Management's VT Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 24% in Q2 2026, buying an estimated $5.26M and bringing the position to 179,208 shares worth $28.1M. The position accounts for 4.1% of the portfolio, ranked #3.

Laurel Oak Wealth Management first reported a position in VT in Q4 2025 and has held it in 3 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Laurel Oak Wealth Management held 179,208 shares of Vanguard Total World Stock ETF worth $28.1M as of Q2 2026.
Laurel Oak Wealth Management bought 34,470 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $5.26M.
Vanguard Total World Stock ETF made up 4.1% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #3 holding.
Laurel Oak Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 3 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.