Midwest Trust’s Vanguard Total World Stock ETF VT Stock Holding History

Midwest Trust’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	$1.98M	Buy	12,615 +884	+8%	+$135K	0.02%	300
2026 Q1	$1.62M	Buy	11,731 +1,683	+17%	+$242K	0.02%	313
2025 Q4	$1.42M	Buy	10,048 +1,545	+18%	+$216K	0.02%	312
2025 Q3	$1.17M	Buy	8,503 +269	+3%	+$35.7K	0.02%	328
2025 Q2	$1.06M	Buy	+8,234	New	+$985K	0.01%	336

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

Midwest Trust's VT Position: Q2 2026 in Review

Midwest Trust increased its Vanguard Total World Stock ETF (VT) stake by 7.5% in Q2 2026, buying an estimated $135K and bringing the position to 12,615 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #300.

Midwest Trust first reported a position in VT in Q2 2025 and has held it in 5 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Midwest Trust held 12,615 shares of Vanguard Total World Stock ETF worth $1.98M as of Q2 2026.
Midwest Trust bought 884 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $135K.
Vanguard Total World Stock ETF made up 0.02% of Midwest Trust's portfolio in Q2 2026, its #300 holding.
Midwest Trust first reported a position in Vanguard Total World Stock ETF in Q2 2025 and has held it in 5 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.