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

Long Island 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
Q3 		$16.1M Buy
102,117
+2,923
+3% +$464K 6.29% 4
2026
Q2 		$15.6M Sell
99,194
-281
-0.3% -$42.9K 6.43% 4
2026
Q1 		$13.8M Buy
99,475
+16,891
+20% +$2.43M 6.38% 4
2025
Q4 		$11.6M Buy
82,584
+1,020
+1% +$143K 5.51% 5
2025
Q3 		$11.2M Sell
81,564
-1,088
-1% -$145K 5.47% 5
2025
Q2 		$10.6M Buy
82,652
+69,606
+534% +$8.33M 5.52% 5
2025
Q1 		$1.51M Sell
13,046
-212
-2% -$25.4K 0.92% 24
2024
Q4 		$1.56M Buy
13,258
+1,092
+9% +$131K 0.97% 25
2024
Q3 		$1.46M Buy
12,166
+75
+0.6% +$8.62K 0.96% 28
2024
Q2 		$1.36M Buy
12,091
+1,156
+11% +$127K 0.96% 29
2024
Q1 		$1.21M Buy
10,935
+5,140
+89% +$544K 0.85% 32
2023
Q4 		$596K Buy
+5,795
New +$558K 0.43% 45

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cambridge Associates
Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Permanent Capital Management
Permanent Capital Management Chicago, Illinois $637M AUM 13.34% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
Global Endowment Management
Global Endowment Management Charlotte, North Carolina $1.08B AUM 11.63% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Long Island Wealth Management's VT Position: Q3 2026 in Review

Long Island Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 2.9% in Q3 2026, buying an estimated $464K and bringing the position to 102,117 shares worth $16.1M. The position accounts for 6.29% of the portfolio, ranked #4.

Long Island Wealth Management first reported a position in VT in Q4 2023 and has held it in 12 quarters since. 1,190 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Long Island Wealth Management held 102,117 shares of Vanguard Total World Stock ETF worth $16.1M as of Q3 2026.
  • Long Island Wealth Management bought 2,923 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $464K.
  • Vanguard Total World Stock ETF made up 6.29% of Long Island Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Long Island Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Long Island Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.