MontVue Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

MontVue Capital 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	$413K	Hold	2,634	–	–	0.24%	50
2026 Q1	$364K	Sell	2,634 -20	-0.8%	-$2.88K	0.25%	46
2025 Q4	$374K	Hold	2,654	–	–	0.25%	47
2025 Q3	$366K	Sell	2,654 -138	-5%	-$18.3K	0.25%	48
2025 Q2	$359K	Hold	2,792	–	–	0.26%	47
2025 Q1	$324K	Hold	2,792	–	–	0.26%	46
2024 Q4	$328K	Hold	2,792	–	–	0.25%	47
2024 Q3	$334K	Hold	2,792	–	–	0.26%	44
2024 Q2	$314K	Hold	2,792	–	–	0.25%	46
2024 Q1	$309K	Sell	2,792 -32	-1%	-$3.38K	0.27%	40
2023 Q4	$291K	Buy	+2,824	New	+$272K	0.28%	40

Other funds holding VT

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

MontVue Capital Management's VT Position: Q2 2026 in Review

MontVue Capital Management held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 2,634 shares worth $413K. The position accounts for 0.24% of the portfolio, ranked #50.

MontVue Capital Management first reported a position in VT in Q4 2023 and has held it in 11 quarters since. 867 funds tracked by Wall St. Rank hold VT as of Q2 2026.

MontVue Capital Management held 2,634 shares of Vanguard Total World Stock ETF worth $413K as of Q2 2026.
MontVue Capital Management left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.24% of MontVue Capital Management's portfolio in Q2 2026, its #50 holding.
MontVue Capital Management first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
867 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on MontVue Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.