MCM
VT icon

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

Monument 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 		$740K Sell
4,713
-78
-2% -$11.9K 0.15% 128
2026
Q1 		$663K Buy
4,791
+335
+8% +$48.2K 0.17% 112
2025
Q4 		$629K Buy
4,456
+79
+2% +$11K 0.16% 115
2025
Q3 		$603K Buy
4,377
+10
+0.2% +$1.33K 0.15% 119
2025
Q2 		$561K Sell
4,367
-141
-3% -$16.9K 0.15% 119
2025
Q1 		$523K Sell
4,508
-105
-2% -$12.6K 0.16% 114
2024
Q4 		$542K Sell
4,613
-28
-0.6% -$3.36K 0.15% 103
2024
Q3 		$555K Sell
4,641
-190
-4% -$21.9K 0.15% 102
2024
Q2 		$544K Sell
4,831
-604
-11% -$66.6K 0.16% 103
2024
Q1 		$601K Buy
5,435
+586
+12% +$62K 0.17% 104
2023
Q4 		$499K Sell
4,849
-350
-7% -$33.7K 0.16% 111
2023
Q3 		$484K Sell
5,199
-227
-4% -$22K 0.16% 105
2023
Q2 		$526K Buy
5,426
+198
+4% +$18.6K 0.17% 97
2023
Q1 		$481K Buy
5,228
+116
+2% +$10.5K 0.16% 100
2022
Q4 		$441K Sell
5,112
-315
-6% -$26.9K 0.15% 105
2022
Q3 		$428K Buy
5,427
+263
+5% +$23.1K 0.16% 107
2022
Q2 		$441K Buy
5,164
+243
+5% +$22.5K 0.17% 104
2022
Q1 		$498K Buy
4,921
+517
+12% +$52.4K 0.16% 98
2021
Q4 		$473K Sell
4,404
-898
-17% -$95.4K 0.15% 111
2021
Q3 		$540K Sell
5,302
-329
-6% -$34.5K 0.18% 102
2021
Q2 		$583K Sell
5,631
-498
-8% -$50.8K 0.2% 93
2021
Q1 		$596K Sell
6,129
-86
-1% -$8.27K 0.24% 82
2020
Q4 		$575K Buy
6,215
+2,271
+58% +$197K 0.27% 80
2020
Q3 		$318K Buy
+3,944
New +$317K 0.17% 80
2018
Q4 		– Sell
-470
Closed -$36K – 300
2018
Q3 		$36K Buy
470
+432
+1,137% +$32.5K 0.02% 139
2018
Q2 		$3K Sell
38
-171
-82% -$12.8K ﹤0.01% 136
2018
Q1 		$15K Buy
+209
New +$15.8K 0.01% 109

Other funds holding VT

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Monument Capital Management reduced its Vanguard Total World Stock ETF (VT) stake by 1.6% in Q2 2026, selling an estimated $11.9K and leaving 4,713 shares worth $740K. The position accounts for 0.15% of the portfolio, ranked #128.

Monument Capital Management first reported a position in VT in Q1 2018 and has held it in 27 quarters since. 631 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Monument Capital Management held 4,713 shares of Vanguard Total World Stock ETF worth $740K as of Q2 2026.
  • Monument Capital Management sold 78 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $11.9K.
  • Vanguard Total World Stock ETF made up 0.15% of Monument Capital Management's portfolio in Q2 2026, its #128 holding.
  • Monument Capital Management first reported a position in Vanguard Total World Stock ETF in Q1 2018 and has held it in 27 quarters since.
  • 631 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.