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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
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

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

LPWM LLC's VT Position: Q2 2026 in Review

LPWM LLC increased its Vanguard Total World Stock ETF (VT) stake by 3.3% in Q2 2026, buying an estimated $7.32K and bringing the position to 1,506 shares worth $236K. 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 20 quarters since. The position peaked at $629K in Q4 2019. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • LPWM LLC held 1,506 shares of Vanguard Total World Stock ETF worth $236K as of Q2 2026.
  • LPWM LLC bought 48 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $7.32K.
  • Vanguard Total World Stock ETF made up 0.05% of LPWM LLC's portfolio in Q2 2026, its #91 holding.
  • LPWM LLC first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 20 quarters since.
  • LPWM LLC's Vanguard Total World Stock ETF position peaked at $629K in Q4 2019.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.