Midwest Trust
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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
Q3 		$2.04M Buy
12,902
+287
+2% +$45.5K 0.02% 298
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Midwest Trust's VT Position: Q3 2026 in Review

Midwest Trust increased its Vanguard Total World Stock ETF (VT) stake by 2.3% in Q3 2026, buying an estimated $45.5K and bringing the position to 12,902 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #298.

Midwest Trust first reported a position in VT in Q2 2025 and has held it in 6 quarters since. 827 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Midwest Trust held 12,902 shares of Vanguard Total World Stock ETF worth $2.04M as of Q3 2026.
  • Midwest Trust bought 287 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $45.5K.
  • Vanguard Total World Stock ETF made up 0.02% of Midwest Trust's portfolio in Q3 2026, its #298 holding.
  • Midwest Trust first reported a position in Vanguard Total World Stock ETF in Q2 2025 and has held it in 6 quarters since.
  • 827 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.