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MWM
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
$49.2B AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CA
Cambridge Associates
Boston, Massachusetts
$6.27B AUM
14.78%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
Schroder Investment Management Group
London, United Kingdom
$122B AUM
29.27%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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