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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
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 $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPWM LLC's VT Position: Q1 2026 in Review

LPWM LLC increased its Vanguard Total World Stock ETF (VT) stake by 2.4% in Q1 2026, buying an estimated $4.89K and bringing the position to 1,458 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #92.

LPWM LLC first reported a position in VT in Q4 2019 and has held it in 19 quarters since. The position peaked at $629K in Q4 2019. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • LPWM LLC held 1,458 shares of Vanguard Total World Stock ETF worth $202K as of Q1 2026.
  • LPWM LLC bought 34 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $4.89K.
  • Vanguard Total World Stock ETF made up 0.05% of LPWM LLC's portfolio in Q1 2026, its #92 holding.
  • LPWM LLC first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 19 quarters since.
  • LPWM LLC's Vanguard Total World Stock ETF position peaked at $629K in Q4 2019.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.