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Magnolia Private Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Magnolia Private Wealth’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 		$215K Buy
+1,369
New +$209K 0.12% 149
2025
Q1 		– Sell
-501,358
Closed -$660K – 118
2024
Q4 		$660K Buy
+501,358
New +$60.2M 0.57% 41

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

Magnolia Private Wealth's VT Position: Q2 2026 in Review

Magnolia Private Wealth opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 1,369 shares worth $215K. The stake represents 0.12% of the portfolio and ranks #149 among its holdings. This is a return to the name: Magnolia Private Wealth previously reported a position in VT as recently as Q4 2024.

Magnolia Private Wealth first reported a position in VT in Q4 2024 and has held it in 2 quarters since. The position peaked at $660K in Q4 2024. 1,319 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Magnolia Private Wealth held 1,369 shares of Vanguard Total World Stock ETF worth $215K as of Q2 2026.
  • Vanguard Total World Stock ETF was a new Magnolia Private Wealth position in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.12% of Magnolia Private Wealth's portfolio in Q2 2026, its #149 holding.
  • Magnolia Private Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 2 quarters since.
  • Magnolia Private Wealth's Vanguard Total World Stock ETF position peaked at $660K in Q4 2024.
  • 1,319 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.