Measured Wealth Private Client Group’s Vanguard Total World Stock ETF VT Stock Holding History

Measured Wealth Private Client Group’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	–	Hold	0	–	–	–	694
2026 Q1	–	Hold	0	–	–	–	700
2025 Q4	–	Hold	0	–	–	–	715
2025 Q3	–	Hold	0	–	–	–	683
2018 Q4	–	Sell	-300	Closed	-$23K	–	695
2018 Q3	$23K	Buy	+300	New	+$22.6K	0.01%	503

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

Measured Wealth Private Client Group's VT Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 0 shares worth $14. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Measured Wealth Private Client Group first reported a position in VT in Q3 2018 and has held it in 1 quarter since. The position peaked at $23K in Q3 2018. 1,314 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Measured Wealth Private Client Group held 0 shares of Vanguard Total World Stock ETF worth $14 as of Q2 2026.
Measured Wealth Private Client Group left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #694 holding.
Measured Wealth Private Client Group first reported a position in Vanguard Total World Stock ETF in Q3 2018 and has held it in 1 quarter since.
Measured Wealth Private Client Group's Vanguard Total World Stock ETF position peaked at $23K in Q3 2018.
1,314 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.