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 Q2	$588K	Sell	3,748 -99	-3%	-$15.1K	0.2%	78
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 $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

MorganRosel Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 2.6% in Q2 2026, selling an estimated $15.1K and leaving 3,748 shares worth $588K. The position accounts for 0.2% of the portfolio, ranked #78.

MorganRosel Wealth Management first reported a position in VT in Q4 2018 and has held it in 31 quarters since. The position peaked at $680K in Q4 2021. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

MorganRosel Wealth Management held 3,748 shares of Vanguard Total World Stock ETF worth $588K as of Q2 2026.
MorganRosel Wealth Management sold 99 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $15.1K.
Vanguard Total World Stock ETF made up 0.2% of MorganRosel Wealth Management's portfolio in Q2 2026, its #78 holding.
MorganRosel Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 31 quarters since.
MorganRosel Wealth Management's Vanguard Total World Stock ETF position peaked at $680K in Q4 2021.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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