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 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%	+$2.35K	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

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MBE Wealth Management's VT Position: Q2 2026 in Review

MBE Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 0.1% in Q2 2026, selling an estimated $610 and leaving 3,924 shares worth $616K. The position accounts for 0.22% of the portfolio, ranked #65.

MBE Wealth Management first reported a position in VT in Q1 2020 and has held it in 22 quarters since. 596 funds tracked by Wall St. Rank hold VT as of Q2 2026.

MBE Wealth Management held 3,924 shares of Vanguard Total World Stock ETF worth $616K as of Q2 2026.
MBE Wealth Management sold 4 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $610.
Vanguard Total World Stock ETF made up 0.22% of MBE Wealth Management's portfolio in Q2 2026, its #65 holding.
MBE Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2020 and has held it in 22 quarters since.
596 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.