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 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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

M Wealth Management LLC's VT Position: Q2 2026 in Review

M Wealth Management LLC reduced its Vanguard Total World Stock ETF (VT) stake by 0.74% in Q2 2026, selling an estimated $2.9K and leaving 2,558 shares worth $401K. The position accounts for 0.32% of the portfolio, ranked #43.

M Wealth Management LLC first reported a position in VT in Q4 2024 and has held it in 7 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

M Wealth Management LLC held 2,558 shares of Vanguard Total World Stock ETF worth $401K as of Q2 2026.
M Wealth Management LLC sold 19 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $2.9K.
Vanguard Total World Stock ETF made up 0.32% of M Wealth Management LLC's portfolio in Q2 2026, its #43 holding.
M Wealth Management LLC first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.