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Millstone Evans Group’s Vanguard Total World Stock ETF VT Stock Holding History

Millstone Evans 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 		$78.6K Buy
501
+257
+105% +$39.2K 0.04% 265
2026
Q1 		$33.8K Buy
244
+26
+12% +$3.74K 0.02% 402
2025
Q4 		$30.8K Hold
218
– – 0.02% 417
2025
Q3 		$30K Buy
218
+204
+1,457% +$27.1K 0.02% 405
2025
Q2 		$1.8K Hold
14
– – ﹤0.01% 680
2025
Q1 		$1.62K Hold
14
– – ﹤0.01% 713
2024
Q4 		$1.65K Buy
+14
New +$1.68K ﹤0.01% 658

Other funds holding VT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCM
Permanent Capital Management Chicago, Illinois $747M AUM 17.94% 1-Year Est. Return

Millstone Evans Group's VT Position: Q2 2026 in Review

Millstone Evans Group increased its Vanguard Total World Stock ETF (VT) stake by 105% in Q2 2026, buying an estimated $39.2K and bringing the position to 501 shares worth $78.6K. The position accounts for 0.04% of the portfolio, ranked #265.

Millstone Evans Group first reported a position in VT in Q4 2024 and has held it in 7 quarters since. 1,123 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Millstone Evans Group held 501 shares of Vanguard Total World Stock ETF worth $78.6K as of Q2 2026.
  • Millstone Evans Group bought 257 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $39.2K.
  • Vanguard Total World Stock ETF made up 0.04% of Millstone Evans Group's portfolio in Q2 2026, its #265 holding.
  • Millstone Evans Group first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.