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

Melfa 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 		$349K Sell
2,221
-525
-19% -$80.1K 0.19% 110
2026
Q1 		$380K Sell
2,746
-88
-3% -$12.7K 0.22% 98
2025
Q4 		$400K Hold
2,834
– – 0.23% 102
2025
Q3 		$390K Buy
2,834
+5
+0.2% +$664 0.23% 105
2025
Q2 		$364K Buy
2,829
+28
+1% +$3.35K 0.23% 106
2025
Q1 		$325K Buy
2,801
+12
+0.4% +$1.44K 0.22% 110
2024
Q4 		$328K Buy
2,789
+34
+1% +$4.08K 0.22% 113
2024
Q3 		$330K Sell
2,755
-97
-3% -$11.2K 0.22% 113
2024
Q2 		$321K Buy
2,852
+131
+5% +$14.4K 0.22% 111
2024
Q1 		$301K Buy
2,721
+516
+23% +$54.6K 0.22% 112
2023
Q4 		$227K Buy
2,205
+20
+0.9% +$1.93K 0.21% 101
2023
Q3 		$204K Sell
2,185
-116
-5% -$11.3K 0.22% 101
2023
Q2 		$223K Sell
2,301
-976
-30% -$91.5K 0.23% 100
2023
Q1 		$302K Buy
3,277
+19
+0.6% +$1.72K 0.3% 80
2022
Q4 		$281K Buy
+3,258
New +$278K 0.29% 87

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

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

Melfa Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 19% in Q2 2026, selling an estimated $80.1K and leaving 2,221 shares worth $349K. The position accounts for 0.19% of the portfolio, ranked #110.

Melfa Wealth Management first reported a position in VT in Q4 2022 and has held it in 15 quarters since. The position peaked at $400K in Q4 2025. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Melfa Wealth Management held 2,221 shares of Vanguard Total World Stock ETF worth $349K as of Q2 2026.
  • Melfa Wealth Management sold 525 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $80.1K.
  • Vanguard Total World Stock ETF made up 0.19% of Melfa Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Melfa Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • Melfa Wealth Management's Vanguard Total World Stock ETF position peaked at $400K in Q4 2025.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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