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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
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

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

M Holdings Securities's VT Position: Q2 2026 in Review

M Holdings Securities sold out of Vanguard Total World Stock ETF (VT) in Q2 2026, closing a stake of 11,841 shares — an estimated $1.64M sold.

M Holdings Securities first reported a position in VT in Q3 2025 and held it in 3 quarters. The position peaked at $1.66M in Q4 2025. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • M Holdings Securities reported no remaining Vanguard Total World Stock ETF position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 11,841 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.64M.
  • M Holdings Securities first reported a position in Vanguard Total World Stock ETF in Q3 2025 and held it in 3 quarters.
  • M Holdings Securities's Vanguard Total World Stock ETF position peaked at $1.66M in Q4 2025.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.