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

Liberty 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 		$222K Hold
1,608
– – 0.03% 249
2026
Q1 		$222K Buy
1,608
+3
+0.2% +$431 0.03% 249
2025
Q4 		$226K Buy
1,605
+8
+0.5% +$1.12K 0.03% 226
2025
Q3 		$220K Sell
1,597
-23
-1% -$3.06K 0.03% 223
2025
Q2 		$208K Buy
+1,620
New +$194K 0.03% 219
2025
Q1 		– Sell
-2,045
Closed -$240K – 211
2024
Q4 		$240K Buy
2,045
+8
+0.4% +$960 0.04% 180
2024
Q3 		$244K Buy
2,037
+4
+0.2% +$460 0.04% 182
2024
Q2 		$229K Buy
2,033
+1
+0% +$110 0.04% 182
2024
Q1 		$224K Sell
2,032
-107,297
-98% -$11.3M 0.04% 172
2023
Q4 		$193K Buy
109,329
+105,416
+2,694% +$10.1M 0.04% 161
2023
Q3 		$365K Buy
+3,913
New +$380K 0.09% 112
2021
Q4 		– Sell
-1,135
Closed -$116K – 1086
2021
Q3 		$116K Buy
1,135
+1
+0.1% +$105 0.04% 264
2021
Q2 		$118K Sell
1,134
-285
-20% -$29.1K 0.05% 192
2021
Q1 		$133K Hold
1,419
– – 0.07% 148
2020
Q4 		$133K Buy
1,419
+1
+0.1% +$87 0.07% 147
2020
Q3 		$114K Buy
1,418
+2
+0.1% +$161 0.07% 149
2020
Q2 		$106K Sell
1,416
-1,272
-47% -$89.6K 0.07% 144
2020
Q1 		$169K Buy
2,688
+7
+0.3% +$528 0.15% 99
2019
Q4 		$217K Buy
2,681
+15
+0.6% +$1.17K 0.17% 98
2019
Q3 		$199K Sell
2,666
-641
-19% -$47.9K 0.19% 97
2019
Q2 		$249K Buy
3,307
+910
+38% +$67.4K 0.22% 90
2019
Q1 		$175K Buy
2,397
+8
+0.3% +$568 0.13% 95
2018
Q4 		$156K Buy
+2,389
New +$167K 0.12% 97

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

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

Liberty Wealth Management held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 1,608 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #249.

Liberty Wealth Management first reported a position in VT in Q4 2018 and has held it in 23 quarters since. The position peaked at $365K in Q3 2023. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Liberty Wealth Management held 1,608 shares of Vanguard Total World Stock ETF worth $222K as of Q2 2026.
  • Liberty Wealth Management left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #249 holding.
  • Liberty Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 23 quarters since.
  • Liberty Wealth Management's Vanguard Total World Stock ETF position peaked at $365K in Q3 2023.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.