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

Modern 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
Q1 		$726K Sell
5,200
-1,075
-17% -$155K 0.01% 490
2025
Q4 		$885K Buy
6,275
+3,766
+150% +$526K 0.02% 425
2025
Q3 		$346K Buy
+2,509
New +$333K 0.01% 600

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Modern Wealth Management's VT Position: Q1 2026 in Review

Modern Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 17% in Q1 2026, selling an estimated $155K and leaving 5,200 shares worth $726K. The position accounts for 0.01% of the portfolio, ranked #490.

Modern Wealth Management first reported a position in VT in Q3 2025 and has held it in 3 quarters since. The position peaked at $885K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Modern Wealth Management held 5,200 shares of Vanguard Total World Stock ETF worth $726K as of Q1 2026.
  • Modern Wealth Management sold 1,075 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $155K.
  • Vanguard Total World Stock ETF made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #490 holding.
  • Modern Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 3 quarters since.
  • Modern Wealth Management's Vanguard Total World Stock ETF position peaked at $885K in Q4 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.