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 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%	+$8.63K	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 $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

Long Island Wealth Management's VT Position: Q2 2026 in Review

Long Island Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 0.28% in Q2 2026, selling an estimated $42.9K and leaving 99,194 shares worth $15.6M. The position accounts for 6.43% of the portfolio, ranked #4.

Long Island Wealth Management first reported a position in VT in Q4 2023 and has held it in 11 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Long Island Wealth Management held 99,194 shares of Vanguard Total World Stock ETF worth $15.6M as of Q2 2026.
Long Island Wealth Management sold 281 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $42.9K.
Vanguard Total World Stock ETF made up 6.43% of Long Island Wealth Management's portfolio in Q2 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 11 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.