M Wealth Management LLC’s Vanguard Total World Stock ETF VT Stock Holding History

M Wealth Management 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	$402K	Sell	2,549 -9	-0.4%	-$1.43K	0.31%	45
2026 Q2	$401K	Sell	2,558 -19	-0.7%	-$2.9K	0.32%	43
2026 Q1	$356K	Sell	2,577 -54	-2%	-$7.77K	0.3%	41
2025 Q4	$371K	Buy	2,631 +1	+0%	+$140	0.32%	36
2025 Q3	$362K	Sell	2,630 -11	-0.4%	-$1.46K	0.32%	34
2025 Q2	$339K	Sell	2,641 -99	-4%	-$11.8K	0.31%	33
2025 Q1	$318K	Sell	2,740 -433	-14%	-$51.8K	0.3%	34
2024 Q4	$373K	Buy	+3,173	New	+$381K	0.34%	31

Other funds holding VT

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

GWM

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

IFS

Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return

PAM

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

M Wealth Management LLC's VT Position: Q3 2026 in Review

M Wealth Management LLC reduced its Vanguard Total World Stock ETF (VT) stake by 0.35% in Q3 2026, selling an estimated $1.43K and leaving 2,549 shares worth $402K. The position accounts for 0.31% of the portfolio, ranked #45.

M Wealth Management LLC first reported a position in VT in Q4 2024 and has held it in 8 quarters since. 279 funds tracked by Wall St. Rank hold VT as of Q3 2026.

M Wealth Management LLC held 2,549 shares of Vanguard Total World Stock ETF worth $402K as of Q3 2026.
M Wealth Management LLC sold 9 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $1.43K.
Vanguard Total World Stock ETF made up 0.31% of M Wealth Management LLC's portfolio in Q3 2026, its #45 holding.
M Wealth Management LLC first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 8 quarters since.
279 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.