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Matthew Hamilton Rosenberg’s Vanguard Total World Stock ETF VT Stock Holding History

Matthew Hamilton Rosenberg’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 		$40.8K Sell
260
-5
-2% -$763 0.01% 462
2026
Q1 		$36.7K Sell
265
-5
-2% -$719 0.01% 465
2025
Q4 		$38.1K Sell
270
-5
-2% -$699 0.01% 460
2025
Q3 		$37.9K Hold
275
– – 0.01% 462
2025
Q2 		$35.3K Sell
275
-3
-1% -$359 0.01% 488
2025
Q1 		$32.2K Sell
278
-6
-2% -$718 0.01% 485
2024
Q4 		$33.4K Sell
284
-6
-2% -$720 0.01% 478
2024
Q3 		$34.7K Buy
290
+147
+103% +$16.9K 0.01% 485
2024
Q2 		$16.1K Sell
143
-162
-53% -$17.9K ﹤0.01% 549
2024
Q1 		$33.6K Buy
305
+150
+97% +$15.9K 0.01% 477
2023
Q4 		$16K Hold
155
– – ﹤0.01% 558
2023
Q3 		$14.4K Hold
155
– – ﹤0.01% 571
2023
Q2 		$15K Hold
155
– – 0.01% 574
2023
Q1 		$14.3K Hold
155
– – ﹤0.01% 624
2022
Q4 		$13.4K Buy
155
+1
+0.6% +$85 ﹤0.01% 620
2022
Q3 		$12K Buy
154
+1
+0.7% +$88 ﹤0.01% 627
2022
Q2 		$13K Buy
153
+1
+0.7% +$92 ﹤0.01% 624
2022
Q1 		$15K Hold
152
– – 0.01% 590
2021
Q4 		$16K Buy
152
+1
+0.7% +$106 0.01% 553
2021
Q3 		$15K Sell
151
-117
-44% -$12.3K 0.01% 533
2021
Q2 		$28K Buy
268
+1
+0.4% +$102 0.01% 441
2021
Q1 		$26K Hold
267
– – 0.01% 420
2020
Q4 		$25K Buy
267
+1
+0.4% +$87 0.02% 407
2020
Q3 		$21K Sell
266
-1
-0.4% -$80 0.02% 396
2020
Q2 		$20K Buy
+267
New +$18.8K 0.02% 422

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

Matthew Hamilton Rosenberg's VT Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its Vanguard Total World Stock ETF (VT) stake by 1.9% in Q2 2026, selling an estimated $763 and leaving 260 shares worth $40.8K. The position accounts for 0.01% of the portfolio, ranked #462.

Matthew Hamilton Rosenberg first reported a position in VT in Q2 2020 and has held it in 25 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Matthew Hamilton Rosenberg held 260 shares of Vanguard Total World Stock ETF worth $40.8K as of Q2 2026.
  • Matthew Hamilton Rosenberg sold 5 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $763.
  • Vanguard Total World Stock ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #462 holding.
  • Matthew Hamilton Rosenberg first reported a position in Vanguard Total World Stock ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.