M Holdings Securities
VT icon

M Holdings Securities’s Vanguard Total World Stock ETF VT Stock Holding History

M Holdings Securities’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 		$1.02M Buy
+6,560
New +$1.04M 0.06% 228
2026
Q2 		– Sell
-11,841
Closed -$1.64M – 281
2026
Q1 		$1.64M Buy
11,841
+49
+0.4% +$7.05K 0.11% 152
2025
Q4 		$1.66M Buy
11,792
+400
+4% +$55.9K 0.12% 143
2025
Q3 		$1.57M Buy
+11,392
New +$1.51M 0.33% 42

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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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

M Holdings Securities's VT Position: Q3 2026 in Review

M Holdings Securities opened a new position in Vanguard Total World Stock ETF (VT) in Q3 2026: 6,560 shares worth $1.02M. The stake represents 0.06% of the portfolio and ranks #228 among its holdings. This is a return to the name: M Holdings Securities previously reported a position in VT as recently as Q1 2026.

M Holdings Securities first reported a position in VT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.66M in Q4 2025. 816 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • M Holdings Securities held 6,560 shares of Vanguard Total World Stock ETF worth $1.02M as of Q3 2026.
  • Vanguard Total World Stock ETF was a new M Holdings Securities position in Q3 2026.
  • Vanguard Total World Stock ETF made up 0.06% of M Holdings Securities's portfolio in Q3 2026, its #228 holding.
  • M Holdings Securities first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • M Holdings Securities's Vanguard Total World Stock ETF position peaked at $1.66M in Q4 2025.
  • 816 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on M Holdings Securities's 13F filing for Q3 2026, filed 3 Nov 2026.