NW
VT icon

NewEdge Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

NewEdge Wealth’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 		$15.9M Buy
101,566
+5,656
+6% +$863K 0.16% 106
2026
Q1 		$13.3M Buy
95,910
+5,914
+7% +$851K 0.16% 107
2025
Q4 		$12.7M Sell
89,996
-6,619
-7% -$925K 0.14% 119
2025
Q3 		$13.5M Sell
96,615
-3,555
-4% -$472K 0.19% 100
2025
Q2 		$13.1M Sell
100,170
-939
-0.9% -$112K 0.21% 101
2025
Q1 		$11.7M Sell
101,109
-77,356
-43% -$9.26M 0.21% 99
2024
Q4 		$21M Buy
178,465
+22,057
+14% +$2.65M 0.36% 73
2024
Q3 		$18.7M Sell
156,408
-2,027
-1% -$233K 0.34% 76
2024
Q2 		$17.8M Sell
158,435
-323
-0.2% -$35.6K 0.39% 71
2024
Q1 		$17.1M Buy
158,758
+3,212
+2% +$340K 0.38% 71
2023
Q4 		$16M Buy
155,546
+10,240
+7% +$985K 0.41% 70
2023
Q3 		$13.5M Buy
145,306
+6,477
+5% +$629K 0.43% 67
2023
Q2 		$13.5M Sell
138,829
-413
-0.3% -$38.7K 0.45% 64
2023
Q1 		$12.8M Sell
139,242
-14,932
-10% -$1.35M 0.49% 58
2022
Q4 		$13.3M Sell
154,174
-4,491
-3% -$384K 0.57% 50
2022
Q3 		$12.5M Sell
158,665
-57
-0% -$5.01K 0.59% 49
2022
Q2 		$13.5M Buy
158,722
+35,210
+29% +$3.26M 0.62% 40
2022
Q1 		$12.5M Buy
123,512
+10,128
+9% +$1.03M 0.56% 43
2021
Q4 		$12.2M Buy
+113,384
New +$12M 0.51% 41

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

NewEdge Wealth's VT Position: Q2 2026 in Review

NewEdge Wealth increased its Vanguard Total World Stock ETF (VT) stake by 5.9% in Q2 2026, buying an estimated $863K and bringing the position to 101,566 shares worth $15.9M. The position accounts for 0.16% of the portfolio, ranked #106.

NewEdge Wealth first reported a position in VT in Q4 2021 and has held it in 19 quarters since. The position peaked at $21M in Q4 2024. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • NewEdge Wealth held 101,566 shares of Vanguard Total World Stock ETF worth $15.9M as of Q2 2026.
  • NewEdge Wealth bought 5,656 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $863K.
  • Vanguard Total World Stock ETF made up 0.16% of NewEdge Wealth's portfolio in Q2 2026, its #106 holding.
  • NewEdge Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Wealth's Vanguard Total World Stock ETF position peaked at $21M in Q4 2024.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.