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 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 $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M Wealth Management LLC's VT Position: Q1 2026 in Review

M Wealth Management LLC reduced its Vanguard Total World Stock ETF (VT) stake by 2.1% in Q1 2026, selling an estimated $7.77K and leaving 2,577 shares worth $356K. The position accounts for 0.3% of the portfolio, ranked #41.

M Wealth Management LLC first reported a position in VT in Q4 2024 and has held it in 6 quarters since. The position peaked at $373K in Q4 2024. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

M Wealth Management LLC held 2,577 shares of Vanguard Total World Stock ETF worth $356K as of Q1 2026.
M Wealth Management LLC sold 54 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $7.77K.
Vanguard Total World Stock ETF made up 0.3% of M Wealth Management LLC's portfolio in Q1 2026, its #41 holding.
M Wealth Management LLC first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 6 quarters since.
M Wealth Management LLC's Vanguard Total World Stock ETF position peaked at $373K in Q4 2024.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.