MBE Wealth Management
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MBE Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

MBE Wealth Management’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
Q3 		$600K Sell
3,804
-120
-3% -$19K 0.21% 68
2026
Q2 		$616K Sell
3,924
-4
-0.1% -$610 0.22% 65
2026
Q1 		$543K Hold
3,928
– – 0.23% 60
2025
Q4 		$554K Hold
3,928
– – 0.23% 59
2025
Q3 		$541K Buy
3,928
+62
+2% +$8.24K 0.23% 60
2025
Q2 		$497K Hold
3,866
– – 0.22% 61
2025
Q1 		$448K Hold
3,866
– – 0.21% 60
2024
Q4 		$454K Buy
3,866
+38
+1% +$4.56K 0.26% 50
2024
Q3 		$458K Buy
3,828
+4
+0.1% +$460 0.25% 56
2024
Q2 		$431K Buy
3,824
+6
+0.2% +$662 0.26% 55
2024
Q1 		$422K Buy
3,818
+17
+0.4% +$1.8K 0.26% 56
2023
Q4 		$391K Hold
3,801
– – 0.2% 59
2023
Q3 		$354K Hold
3,801
– – 0.2% 54
2023
Q2 		$369K Buy
3,801
+37
+1% +$3.47K 0.2% 55
2023
Q1 		$347K Buy
3,764
+26
+0.7% +$2.36K 0.2% 53
2022
Q4 		$322K Buy
3,738
+244
+7% +$20.8K 0.21% 50
2022
Q3 		$276K Buy
+3,494
New +$307K 0.2% 47
2022
Q2 		– Sell
-2,103
Closed -$213K – 73
2022
Q1 		$213K Buy
2,103
+32
+2% +$3.24K 0.13% 67
2021
Q4 		$222K Buy
2,071
+24
+1% +$2.55K 0.11% 57
2021
Q3 		$208K Buy
2,047
+56
+3% +$5.87K 0.11% 58
2021
Q2 		$206K Buy
+1,991
New +$203K 0.11% 55
2021
Q1 		– Sell
-2,294
Closed -$212K – 64
2020
Q4 		$212K Buy
+2,294
New +$199K 0.14% 54
2020
Q2 		– Sell
-2,275
Closed -$142K – 510
2020
Q1 		$142K Buy
+2,275
New +$171K 0.14% 52

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

MBE Wealth Management's VT Position: Q3 2026 in Review

MBE Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 3.1% in Q3 2026, selling an estimated $19K and leaving 3,804 shares worth $600K. The position accounts for 0.21% of the portfolio, ranked #68.

MBE Wealth Management first reported a position in VT in Q1 2020 and has held it in 23 quarters since. The position peaked at $616K in Q2 2026. 924 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • MBE Wealth Management held 3,804 shares of Vanguard Total World Stock ETF worth $600K as of Q3 2026.
  • MBE Wealth Management sold 120 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $19K.
  • Vanguard Total World Stock ETF made up 0.21% of MBE Wealth Management's portfolio in Q3 2026, its #68 holding.
  • MBE Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2020 and has held it in 23 quarters since.
  • MBE Wealth Management's Vanguard Total World Stock ETF position peaked at $616K in Q2 2026.
  • 924 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.