Lockheed Martin Investment Management’s Vanguard Total World Stock ETF VT Stock Holding History

Lockheed Martin Investment 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	$34.1M	Sell	217,500 -882,500	-80%	-$135M	1.35%	22
2026 Q1	$152M	Sell	1,100,000 -495,000	-31%	-$71.2M	5.57%	3
2025 Q4	$225M	Hold	1,595,000	–	–	7.51%	1
2025 Q3	$220M	Hold	1,595,000	–	–	8.09%	1
2025 Q2	$205M	Buy	1,595,000 +1,083,700	+212%	+$130M	7.49%	1
2025 Q1	$59.3M	Buy	511,300 +57,200	+13%	+$6.84M	2.41%	12
2024 Q4	$53.3M	Buy	+454,100	New	+$54.5M	2.13%	14

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

Lockheed Martin Investment Management's VT Position: Q2 2026 in Review

Lockheed Martin Investment Management reduced its Vanguard Total World Stock ETF (VT) stake by 80% in Q2 2026, selling an estimated $135M and leaving 217,500 shares worth $34.1M. The position accounts for 1.35% of the portfolio, ranked #22.

Lockheed Martin Investment Management first reported a position in VT in Q4 2024 and has held it in 7 quarters since. The position peaked at $225M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Lockheed Martin Investment Management held 217,500 shares of Vanguard Total World Stock ETF worth $34.1M as of Q2 2026.
Lockheed Martin Investment Management sold 882,500 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $135M.
Vanguard Total World Stock ETF made up 1.35% of Lockheed Martin Investment Management's portfolio in Q2 2026, its #22 holding.
Lockheed Martin Investment Management first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
Lockheed Martin Investment Management's Vanguard Total World Stock ETF position peaked at $225M in Q4 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.