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

Litman Gregory 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
2025 Q4	$729K	Buy	5,170 +170	+3%	+$23.8K	0.05%	86
2025 Q3	$689K	Buy	5,000 +154	+3%	+$20.5K	0.05%	85
2025 Q2	$623K	Buy	4,846 +222	+5%	+$26.6K	0.05%	82
2025 Q1	$536K	Buy	4,624 +324	+8%	+$38.8K	0.05%	84
2024 Q4	$505K	Buy	4,300 +25	+0.6%	+$3K	0.04%	82
2024 Q3	$512K	Buy	4,275 +82	+2%	+$9.43K	0.04%	86
2024 Q2	$472K	Buy	+4,193	New	+$462K	0.04%	86
2020 Q4	–	Sell	-100	Closed	-$8K	–	221
2020 Q3	$8K	Buy	100 +60	+150%	+$4.82K	﹤0.01%	155
2020 Q2	$3K	Buy	40 +1	+3%	+$70	﹤0.01%	159
2020 Q1	$2K	Buy	+39	New	+$2.94K	﹤0.01%	157

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Litman Gregory Wealth Management's VT Position: Q4 2025 in Review

Litman Gregory Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 3.4% in Q4 2025, buying an estimated $23.8K and bringing the position to 5,170 shares worth $729K. The position accounts for 0.05% of the portfolio, ranked #86.

Litman Gregory Wealth Management first reported a position in VT in Q1 2020 and has held it in 10 quarters since. 1,211 funds tracked by Wall St. Rank hold VT as of Q4 2025.

Litman Gregory Wealth Management held 5,170 shares of Vanguard Total World Stock ETF worth $729K as of Q4 2025.
Litman Gregory Wealth Management bought 170 Vanguard Total World Stock ETF shares in Q4 2025, an estimated $23.8K.
Vanguard Total World Stock ETF made up 0.05% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #86 holding.
Litman Gregory Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2020 and has held it in 10 quarters since.
1,211 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.