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

MASECO 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	$350K	Buy	2,231 +251	+13%	+$38.3K	0.01%	96
2026 Q1	$274K	Buy	1,980 +1,924	+3,436%	+$277K	0.01%	96
2025 Q4	$7.88K	Buy	+56	New	+$7.83K	﹤0.01%	370
2025 Q3	–	Sell	-55	Closed	-$7.1K	–	514
2025 Q2	$7.1K	Buy	+55	New	+$6.58K	﹤0.01%	367

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

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

MASECO Private Wealth increased its Vanguard Total World Stock ETF (VT) stake by 13% in Q2 2026, buying an estimated $38.3K and bringing the position to 2,231 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #96.

MASECO Private Wealth first reported a position in VT in Q2 2025 and has held it in 4 quarters since. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

MASECO Private Wealth held 2,231 shares of Vanguard Total World Stock ETF worth $350K as of Q2 2026.
MASECO Private Wealth bought 251 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $38.3K.
Vanguard Total World Stock ETF made up 0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #96 holding.
MASECO Private Wealth first reported a position in Vanguard Total World Stock ETF in Q2 2025 and has held it in 4 quarters since.
1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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