N.E.W. Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History

N.E.W. Advisory Services’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	$375K	Sell	2,392 -160	-6%	-$24.4K	0.03%	169
2026 Q1	$353K	Buy	2,552 +44	+2%	+$6.33K	0.03%	160
2025 Q4	$354K	Buy	2,508 +6	+0.2%	+$839	0.03%	155
2025 Q3	$345K	Buy	2,502 +3	+0.1%	+$399	0.03%	141
2025 Q2	$321K	Sell	2,499 -73	-3%	-$8.73K	0.03%	142
2025 Q1	$298K	Buy	2,572 +113	+5%	+$13.5K	0.02%	171
2024 Q4	$289K	Buy	2,459 +5	+0.2%	+$600	0.03%	156
2024 Q3	$294K	Sell	2,454 -106	-4%	-$12.2K	0.03%	147
2024 Q2	$288K	Sell	2,560 -660	-20%	-$72.8K	0.03%	144
2024 Q1	$356K	Sell	3,220 -142	-4%	-$15K	0.04%	121
2023 Q4	$346K	Buy	3,362 +8	+0.2%	+$770	0.04%	123
2023 Q3	$313K	Buy	3,354 +308	+10%	+$29.9K	0.04%	120
2023 Q2	$295K	Sell	3,046 -48	-2%	-$4.5K	0.04%	107
2023 Q1	$285K	Sell	3,094 -173	-5%	-$15.7K	0.04%	108
2022 Q4	$282K	Sell	3,267 -758	-19%	-$64.8K	0.04%	108
2022 Q3	$317K	Sell	4,025 -13	-0.3%	-$1.14K	0.06%	96
2022 Q2	$345K	Sell	4,038 -1,254	-24%	-$116K	0.06%	90
2022 Q1	$517K	Buy	5,292 +925	+21%	+$93.7K	0.1%	77
2021 Q4	$469K	Buy	4,367 +42	+1%	+$4.46K	0.07%	87
2021 Q3	$440K	Sell	4,325 -332	-7%	-$34.8K	0.07%	88
2021 Q2	$482K	Sell	4,657 -635	-12%	-$64.8K	0.08%	82
2021 Q1	$520K	Sell	5,292 -1,178	-18%	-$113K	0.1%	78
2020 Q4	$601K	Sell	6,470 -1,299	-17%	-$113K	0.13%	80
2020 Q3	$627K	Sell	7,769 -279	-3%	-$22.4K	0.18%	55
2020 Q2	$602K	Buy	+8,048	New	+$567K	0.19%	50
2019 Q4	$718K	Buy	+8,891	New	+$692K	0.23%	47

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

N.E.W. Advisory Services's VT Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Vanguard Total World Stock ETF (VT) stake by 6.3% in Q2 2026, selling an estimated $24.4K and leaving 2,392 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #169.

N.E.W. Advisory Services first reported a position in VT in Q4 2019 and has held it in 26 quarters since. The position peaked at $718K in Q4 2019. 952 funds tracked by Wall St. Rank hold VT as of Q2 2026.

N.E.W. Advisory Services held 2,392 shares of Vanguard Total World Stock ETF worth $375K as of Q2 2026.
N.E.W. Advisory Services sold 160 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $24.4K.
Vanguard Total World Stock ETF made up 0.03% of N.E.W. Advisory Services's portfolio in Q2 2026, its #169 holding.
N.E.W. Advisory Services first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 26 quarters since.
N.E.W. Advisory Services's Vanguard Total World Stock ETF position peaked at $718K in Q4 2019.
952 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.