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

Lodestone 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
Q1 		– Sell
-72
Closed -$10.1K – 819
2025
Q4 		$10.1K Buy
+72
New +$10.1K ﹤0.01% 508

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lodestone Wealth Management's VT Position: Q1 2026 in Review

Lodestone Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q1 2026, closing a stake of 72 shares — an estimated $10.1K sold.

Lodestone Wealth Management first reported a position in VT in Q4 2025 and held it in 1 quarter. The position peaked at $10.1K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Lodestone Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q1 2026 after selling out during the quarter.
  • Lodestone Wealth Management sold 72 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $10.1K.
  • Lodestone Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2025 and held it in 1 quarter.
  • Lodestone Wealth Management's Vanguard Total World Stock ETF position peaked at $10.1K in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.