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 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%	+$8.63K	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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Long Island Wealth Management's VT Position: Q1 2026 in Review

Long Island Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 20% in Q1 2026, buying an estimated $2.43M and bringing the position to 99,475 shares worth $13.8M. The position accounts for 6.38% of the portfolio, ranked #4.

Long Island Wealth Management first reported a position in VT in Q4 2023 and has held it in 10 quarters since. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Long Island Wealth Management held 99,475 shares of Vanguard Total World Stock ETF worth $13.8M as of Q1 2026.
Long Island Wealth Management bought 16,891 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $2.43M.
Vanguard Total World Stock ETF made up 6.38% of Long Island Wealth Management's portfolio in Q1 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 10 quarters since.
1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.