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New England Private Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

New England Private Wealth Advisors’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 		$18.2M Buy
116,064
+1,865
+2% +$285K 1.76% 16
2026
Q1 		$15.8M Sell
114,199
-660
-0.6% -$94.9K 1.82% 15
2025
Q4 		$16.2M Buy
114,859
+508
+0.4% +$71K 2.02% 13
2025
Q3 		$15.8M Buy
114,351
+111,953
+4,669% +$14.9M 2.08% 11
2025
Q2 		$313K Buy
2,398
+6
+0.3% +$718 0.05% 133
2025
Q1 		$277K Buy
2,392
+4
+0.2% +$479 0.04% 126
2024
Q4 		$281K Buy
2,388
+10
+0.4% +$1.2K 0.04% 127
2024
Q3 		$285K Buy
2,378
+4
+0.2% +$460 0.05% 125
2024
Q2 		$267K Buy
2,374
+8
+0.3% +$882 0.05% 122
2024
Q1 		$261K Buy
2,366
+5
+0.2% +$529 0.05% 124
2023
Q4 		$243K Buy
2,361
+12
+0.5% +$1.16K 0.04% 120
2023
Q3 		$219K Buy
2,349
+262
+13% +$25.4K 0.05% 109
2023
Q2 		$203K Buy
+2,087
New +$196K 0.04% 109
2022
Q3 		– Sell
-2,868
Closed -$293K – 109
2022
Q2 		$293K Sell
2,868
-1
-0% -$92 0.05% 87
2022
Q1 		$293K Buy
+2,869
New +$291K 0.05% 88
2021
Q2 		– Sell
-42,914
Closed -$4.17M – 109
2021
Q1 		$4.17M Buy
42,914
+119
+0.3% +$11.4K 0.72% 31
2020
Q4 		$3.96M Buy
42,795
+255
+0.6% +$22.1K 0.87% 23
2020
Q3 		$3.43M Sell
42,540
-2,421
-5% -$194K 0.86% 26
2020
Q2 		$3.36M Buy
44,961
+218
+0.5% +$15.4K 0.92% 25
2020
Q1 		$2.81M Buy
44,743
+482
+1% +$36.3K 0.96% 24
2019
Q4 		$3.58M Sell
44,261
-3,201
-7% -$249K 0.94% 24
2019
Q3 		$3.55M Buy
47,462
+261
+0.6% +$19.5K 0.86% 25
2019
Q2 		$3.55M Buy
47,201
+3,304
+8% +$245K 0.86% 26
2019
Q1 		$3.21M Sell
43,897
-2,808
-6% -$199K 0.83% 26
2018
Q4 		$3.06M Sell
46,705
-4,086
-8% -$286K 0.9% 27
2018
Q3 		$3.85M Buy
50,791
+6,448
+15% +$485K 1.03% 24
2018
Q2 		$3.25M Buy
44,343
+2,905
+7% +$217K 0.92% 26
2018
Q1 		$3.05M Buy
41,438
+13
+0% +$985 0.86% 28
2017
Q4 		$3.08M Buy
41,425
+2,160
+6% +$157K 0.87% 26
2017
Q3 		$2.78M Sell
39,265
-9,053
-19% -$628K 0.83% 27
2017
Q2 		$3.26M Buy
48,318
+140
+0.3% +$9.36K 1.01% 24
2017
Q1 		$3.14M Buy
48,178
+45
+0.1% +$2.88K 1% 23
2016
Q4 		$2.94M Buy
48,133
+354
+0.7% +$21.4K 1.02% 23
2016
Q3 		$2.91M Buy
47,779
+245
+0.5% +$14.8K 1.05% 20
2016
Q2 		$2.76M Buy
47,534
+695
+1% +$40.3K 1.05% 18
2016
Q1 		$2.7M Buy
46,839
+180
+0.4% +$9.81K 1.11% 20
2015
Q4 		$2.69M Buy
46,659
+707
+2% +$41.5K 1.07% 23
2015
Q3 		$2.54M Buy
45,952
+337
+0.7% +$20K 1.08% 24
2015
Q2 		$2.81M Buy
45,615
+21,603
+90% +$1.37M 1.07% 27
2015
Q1 		$1.48M Buy
24,012
+4,001
+20% +$244K 0.58% 37
2014
Q4 		$1.2M Buy
20,011
+209
+1% +$12.6K 0.47% 43
2014
Q3 		$1.2M Buy
19,802
+139
+0.7% +$8.62K 0.48% 42
2014
Q2 		$1.22M Buy
19,663
+113
+0.6% +$6.86K 0.5% 42
2014
Q1 		$1.17M Buy
19,550
+12
+0.1% +$704 0.49% 40
2013
Q4 		$1.16M Sell
19,538
-2,058
-10% -$118K 0.53% 39
2013
Q3 		$1.2M Buy
+21,596
New +$1.17M 0.63% 35

Other funds holding VT

Envestnet Asset Management
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
HighTower Advisors
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
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
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

New England Private Wealth Advisors's VT Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Vanguard Total World Stock ETF (VT) stake by 1.6% in Q2 2026, buying an estimated $285K and bringing the position to 116,064 shares worth $18.2M. The position accounts for 1.76% of the portfolio, ranked #16.

New England Private Wealth Advisors first reported a position in VT in Q3 2013 and has held it in 46 quarters since. 817 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • New England Private Wealth Advisors held 116,064 shares of Vanguard Total World Stock ETF worth $18.2M as of Q2 2026.
  • New England Private Wealth Advisors bought 1,865 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $285K.
  • Vanguard Total World Stock ETF made up 1.76% of New England Private Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • New England Private Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2013 and has held it in 46 quarters since.
  • 817 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.