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

MorganRosel 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 		$532K Buy
3,847
+2
+0.1% +$288 0.21% 74
2025
Q4 		$542K Buy
3,845
+26
+0.7% +$3.63K 0.14% 87
2025
Q3 		$526K Sell
3,819
-114
-3% -$15.1K 0.14% 86
2025
Q2 		$505K Buy
3,933
+16
+0.4% +$1.91K 0.14% 85
2025
Q1 		$454K Buy
3,917
+11
+0.3% +$1.32K 0.14% 86
2024
Q4 		$459K Buy
3,906
+21
+0.5% +$2.52K 0.15% 84
2024
Q3 		$465K Sell
3,885
-666
-15% -$76.6K 0.15% 80
2024
Q2 		$513K Buy
4,551
+83
+2% +$9.15K 0.18% 77
2024
Q1 		$494K Buy
4,468
+50
+1% +$5.29K 0.18% 79
2023
Q4 		$455K Sell
4,418
-249
-5% -$24K 0.18% 72
2023
Q3 		$435K Buy
4,667
+1,400
+43% +$136K 0.18% 77
2023
Q2 		$317K Sell
3,267
-229
-7% -$21.5K 0.13% 82
2023
Q1 		$322K Buy
3,496
+70
+2% +$6.34K 0.14% 79
2022
Q4 		$295K Sell
3,426
-599
-15% -$51.2K 0.14% 82
2022
Q3 		$317K Sell
4,025
-467
-10% -$41K 0.16% 78
2022
Q2 		$383K Sell
4,492
-1,823
-29% -$169K 0.2% 77
2022
Q1 		$640K Sell
6,315
-15
-0.2% -$1.52K 0.31% 60
2021
Q4 		$680K Buy
6,330
+31
+0.5% +$3.29K 0.33% 57
2021
Q3 		$641K Sell
6,299
-26
-0.4% -$2.73K 0.35% 57
2021
Q2 		$655K Buy
6,325
+82
+1% +$8.36K 0.37% 56
2021
Q1 		$607K Buy
6,243
+20
+0.3% +$1.92K 0.38% 56
2020
Q4 		$576K Buy
6,223
+17
+0.3% +$1.48K 0.41% 52
2020
Q3 		$500K Buy
6,206
+95
+2% +$7.63K 0.4% 54
2020
Q2 		$457K Buy
6,111
+1,834
+43% +$129K 0.42% 51
2020
Q1 		$269K Sell
4,277
-42
-1% -$3.17K 0.31% 58
2019
Q4 		$350K Buy
4,319
+256
+6% +$19.9K 0.27% 61
2019
Q3 		$304K Buy
4,063
+51
+1% +$3.81K 0.25% 62
2019
Q2 		$302K Buy
4,012
+11
+0.3% +$815 0.25% 58
2019
Q1 		$293K Sell
4,001
-2,308
-37% -$164K 0.25% 57
2018
Q4 		$413K Buy
+6,309
New +$442K 0.43% 52

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

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

MorganRosel Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 0.05% in Q1 2026, buying an estimated $288 and bringing the position to 3,847 shares worth $532K. The position accounts for 0.21% of the portfolio, ranked #74.

MorganRosel Wealth Management first reported a position in VT in Q4 2018 and has held it in 30 quarters since. The position peaked at $680K in Q4 2021. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • MorganRosel Wealth Management held 3,847 shares of Vanguard Total World Stock ETF worth $532K as of Q1 2026.
  • MorganRosel Wealth Management bought 2 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $288.
  • Vanguard Total World Stock ETF made up 0.21% of MorganRosel Wealth Management's portfolio in Q1 2026, its #74 holding.
  • MorganRosel Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 30 quarters since.
  • MorganRosel Wealth Management's Vanguard Total World Stock ETF position peaked at $680K in Q4 2021.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.