Legacy Wealth Management (Idaho)’s Vanguard Total World Stock ETF VT Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-9	Closed	-$1.25K	–	956
2026 Q1	$1.25K	Hold	9	–	–	﹤0.01%	840
2025 Q4	$1.27K	Hold	9	–	–	﹤0.01%	724
2025 Q3	$1.24K	Buy	+9	New	+$1.2K	﹤0.01%	597

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

Legacy Wealth Management (Idaho)'s VT Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Vanguard Total World Stock ETF (VT) in Q2 2026, closing a stake of 9 shares — an estimated $1.25K sold.

Legacy Wealth Management (Idaho) first reported a position in VT in Q3 2025 and held it in 3 quarters. The position peaked at $1.27K in Q4 2025. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Vanguard Total World Stock ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 9 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.25K.
Legacy Wealth Management (Idaho) first reported a position in Vanguard Total World Stock ETF in Q3 2025 and held it in 3 quarters.
Legacy Wealth Management (Idaho)'s Vanguard Total World Stock ETF position peaked at $1.27K in Q4 2025.
1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.