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

LongView 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	$4.87M	Buy	31,043 +132	+0.4%	+$20.1K	1.25%	17
2026 Q1	$4.58M	Buy	30,911 +40	+0.1%	+$5.75K	1.15%	16
2025 Q4	$4.48M	Buy	30,871 +4,564	+17%	+$638K	1.08%	22
2025 Q3	$3.63M	Buy	26,307 +5,273	+25%	+$701K	0.98%	25
2025 Q2	$2.7M	Buy	21,034 +4,387	+26%	+$525K	0.82%	31
2025 Q1	$1.93M	Buy	16,647 +3,067	+23%	+$367K	0.58%	40
2024 Q4	$1.6M	Buy	13,580 +4,051	+43%	+$486K	0.49%	46
2024 Q3	$1.14M	Buy	9,529 +6,192	+186%	+$712K	0.36%	59
2024 Q2	$376K	Buy	+3,337	New	+$368K	0.14%	128

Other funds holding VT

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

TCK

Topor & Co Korea Seoul $127M AUM

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

LongView Wealth Management's VT Position: Q2 2026 in Review

LongView Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 0.43% in Q2 2026, buying an estimated $20.1K and bringing the position to 31,043 shares worth $4.87M. The position accounts for 1.25% of the portfolio, ranked #17.

LongView Wealth Management first reported a position in VT in Q2 2024 and has held it in 9 quarters since. 380 funds tracked by Wall St. Rank hold VT as of Q2 2026.

LongView Wealth Management held 31,043 shares of Vanguard Total World Stock ETF worth $4.87M as of Q2 2026.
LongView Wealth Management bought 132 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $20.1K.
Vanguard Total World Stock ETF made up 1.25% of LongView Wealth Management's portfolio in Q2 2026, its #17 holding.
LongView Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 9 quarters since.
380 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.