LPWM LLC
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LPWM LLC’s Vanguard Total World Stock ETF VT Stock Holding History

LPWM LLC’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 		$239K Buy
1,511
+5
+0.3% +$793 0.05% 91
2026
Q2 		$236K Buy
1,506
+48
+3% +$7.32K 0.05% 91
2026
Q1 		$202K Buy
1,458
+34
+2% +$4.89K 0.05% 92
2025
Q4 		$201K Sell
1,424
-61
-4% -$8.53K 0.05% 86
2025
Q3 		$205K Buy
+1,485
New +$197K 0.05% 82
2025
Q2 		– Sell
-1,781
Closed -$207K – 87
2025
Q1 		$207K Buy
+1,781
New +$213K 0.07% 80
2024
Q3 		– Sell
-1,903
Closed -$218K – 78
2024
Q2 		$218K Sell
1,903
-8
-0.4% -$882 0.08% 71
2024
Q1 		$208K Buy
+1,911
New +$202K 0.08% 69
2023
Q3 		– Sell
-2,057
Closed -$200K – 69
2023
Q2 		$200K Buy
+2,057
New +$193K 0.09% 66
2022
Q4 		– Sell
-2,561
Closed -$202K – 63
2022
Q3 		$202K Sell
2,561
-759
-23% -$66.7K 0.12% 58
2022
Q2 		$288K Buy
3,320
+1
+0% +$92 0.16% 49
2022
Q1 		$333K Sell
3,319
-173
-5% -$17.5K 0.17% 51
2021
Q4 		$375K Sell
3,492
-244
-7% -$25.9K 0.2% 43
2021
Q3 		$384K Buy
3,736
+85
+2% +$8.91K 0.23% 41
2021
Q2 		$381K Buy
3,651
+2
+0.1% +$204 0.23% 41
2021
Q1 		$360K Buy
3,649
+105
+3% +$10.1K 0.24% 42
2020
Q4 		$328K Sell
3,544
-36
-1% -$3.12K 0.24% 44
2020
Q3 		$291K Sell
3,580
-425
-11% -$34.1K 0.24% 42
2020
Q2 		$300K Sell
4,005
-328
-8% -$23.1K 0.27% 41
2020
Q1 		$272K Sell
4,333
-3,431
-44% -$259K 0.3% 36
2019
Q4 		$629K Buy
+7,764
New +$604K 0.58% 22

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Inscription Capital
Inscription Capital Houston, Texas $906M AUM 27.95% 1-Year Est. Return

LPWM LLC's VT Position: Q3 2026 in Review

LPWM LLC increased its Vanguard Total World Stock ETF (VT) stake by 0.33% in Q3 2026, buying an estimated $793 and bringing the position to 1,511 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #91.

LPWM LLC first reported a position in VT in Q4 2019 and has held it in 21 quarters since. The position peaked at $629K in Q4 2019. 682 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • LPWM LLC held 1,511 shares of Vanguard Total World Stock ETF worth $239K as of Q3 2026.
  • LPWM LLC bought 5 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $793.
  • Vanguard Total World Stock ETF made up 0.05% of LPWM LLC's portfolio in Q3 2026, its #91 holding.
  • LPWM LLC first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 21 quarters since.
  • LPWM LLC's Vanguard Total World Stock ETF position peaked at $629K in Q4 2019.
  • 682 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.