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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
Q2 		$848K Buy
5,400
+200
+4% +$30.5K 0.01% 561
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 $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Modern Wealth Management's VT Position: Q2 2026 in Review

Modern Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 3.8% in Q2 2026, buying an estimated $30.5K and bringing the position to 5,400 shares worth $848K. The position accounts for 0.01% of the portfolio, ranked #561.

Modern Wealth Management first reported a position in VT in Q3 2025 and has held it in 4 quarters since. The position peaked at $885K in Q4 2025. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Modern Wealth Management held 5,400 shares of Vanguard Total World Stock ETF worth $848K as of Q2 2026.
  • Modern Wealth Management bought 200 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $30.5K.
  • Vanguard Total World Stock ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #561 holding.
  • Modern Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's Vanguard Total World Stock ETF position peaked at $885K in Q4 2025.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.