NCM
VT icon

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

Neumann 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 		$4.22M Buy
26,908
+449
+2% +$68.5K 2.79% 12
2026
Q1 		$3.66M Sell
26,459
-1,527
-5% -$220K 1.08% 25
2025
Q4 		$3.95M Sell
27,986
-330
-1% -$46.1K 1.14% 24
2025
Q3 		$3.9M Buy
28,316
+376
+1% +$50K 1.14% 23
2025
Q2 		$3.59M Buy
27,940
+847
+3% +$101K 1.13% 23
2025
Q1 		$3.14M Buy
27,093
+256
+1% +$30.6K 1.09% 24
2024
Q4 		$3.15M Buy
26,837
+703
+3% +$84.4K 1.05% 24
2024
Q3 		$3.13M Buy
26,134
+60
+0.2% +$6.9K 1.04% 24
2024
Q2 		$2.94M Buy
26,074
+450
+2% +$49.6K 1.01% 23
2024
Q1 		$2.83M Sell
25,624
-104
-0.4% -$11K 1.01% 26
2023
Q4 		$2.65M Buy
25,728
+440
+2% +$42.3K 1.05% 27
2023
Q3 		$2.36M Sell
25,288
-345
-1% -$33.5K 1.03% 28
2023
Q2 		$2.49M Buy
25,633
+733
+3% +$68.7K 1.03% 27
2023
Q1 		$2.29M Buy
24,900
+2,625
+12% +$238K 1.01% 28
2022
Q4 		$1.92M Sell
22,275
-2,280
-9% -$195K 0.9% 35
2022
Q3 		$1.94M Sell
24,555
-1,937
-7% -$170K 1% 30
2022
Q2 		$2.26M Buy
26,492
+397
+2% +$36.7K 1.15% 26
2022
Q1 		$2.64M Sell
26,095
-293
-1% -$29.7K 1.12% 25
2021
Q4 		$2.83M Buy
26,388
+1,570
+6% +$167K 1.15% 25
2021
Q3 		$2.53M Sell
24,818
-1,329
-5% -$139K 1.13% 27
2021
Q2 		$2.71M Sell
26,147
-346
-1% -$35.3K 1.22% 25
2021
Q1 		$2.58M Buy
26,493
+1,171
+5% +$113K 1.23% 23
2020
Q4 		$2.34M Buy
25,322
+140
+0.6% +$12.1K 1.18% 26
2020
Q3 		$2.03M Buy
25,182
+2,035
+9% +$163K 1.17% 27
2020
Q2 		$1.73M Buy
23,147
+1,519
+7% +$107K 1.06% 28
2020
Q1 		$1.36M Buy
21,628
+1,586
+8% +$120K 0.99% 32
2019
Q4 		$1.62M Sell
20,042
-96
-0.5% -$7.47K 0.94% 37
2019
Q3 		$1.51M Sell
20,138
-876
-4% -$65.4K 0.93% 35
2019
Q2 		$1.58M Sell
21,014
-173
-0.8% -$12.8K 0.98% 34
2019
Q1 		$1.55M Buy
21,187
+213
+1% +$15.1K 0.99% 34
2018
Q4 		$1.37M Hold
20,974
– – 1.03% 33
2018
Q3 		$1.59M Buy
20,974
+5
+0% +$376 0.94% 34
2018
Q2 		$1.54M Buy
20,969
+266
+1% +$19.8K 0.97% 34
2018
Q1 		$1.52M Buy
20,703
+677
+3% +$51.3K 0.97% 36
2017
Q4 		$1.49M Sell
20,026
-30
-0.1% -$2.18K 0.91% 38
2017
Q3 		$1.42M Sell
20,056
-1,021
-5% -$70.8K 0.88% 40
2017
Q2 		$1.42M Sell
21,077
-434
-2% -$29K 0.92% 36
2017
Q1 		$1.4M Sell
21,511
-1,160
-5% -$74.2K 0.91% 37
2016
Q4 		$1.38M Hold
22,671
– – 0.89% 40
2016
Q3 		$1.38M Sell
22,671
-3,530
-13% -$213K 0.92% 38
2016
Q2 		$1.52M Buy
26,201
+20
+0.1% +$1.16K 1.01% 37
2016
Q1 		$1.51M Buy
26,181
+115
+0.4% +$6.27K 0.99% 36
2015
Q4 		$1.5M Buy
26,066
+500
+2% +$29.3K 1.04% 35
2015
Q3 		$1.41M Buy
25,566
+2,220
+10% +$132K 1% 36
2015
Q2 		$1.44M Buy
23,346
+961
+4% +$60.9K 0.92% 39
2015
Q1 		$1.38M Buy
22,385
+490
+2% +$29.9K 0.88% 37
2014
Q4 		$1.32M Buy
+21,895
New +$1.32M 0.86% 38

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

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

Neumann Capital Management increased its Vanguard Total World Stock ETF (VT) stake by 1.7% in Q2 2026, buying an estimated $68.5K and bringing the position to 26,908 shares worth $4.22M. The position accounts for 2.79% of the portfolio, ranked #12.

Neumann Capital Management first reported a position in VT in Q4 2014 and has held it in 47 quarters since. 603 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Neumann Capital Management held 26,908 shares of Vanguard Total World Stock ETF worth $4.22M as of Q2 2026.
  • Neumann Capital Management bought 449 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $68.5K.
  • Vanguard Total World Stock ETF made up 2.79% of Neumann Capital Management's portfolio in Q2 2026, its #12 holding.
  • Neumann Capital Management first reported a position in Vanguard Total World Stock ETF in Q4 2014 and has held it in 47 quarters since.
  • 603 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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