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Newman Dignan & Sheerar Inc’s Vanguard Total World Stock ETF VT Stock Holding History

Newman Dignan & Sheerar Inc’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 		$262K Buy
1,671
+6
+0.4% +$915 0.05% 175
2026
Q1 		$230K Buy
1,665
+61
+4% +$8.77K 0.05% 180
2025
Q4 		$226K Buy
+1,604
New +$224K 0.05% 181
2022
Q2 		– Sell
-2,040
Closed -$207 – 206
2022
Q1 		$207 Buy
2,040
+48
+2% +$4.86K 0.04% 181
2021
Q4 		$214K Buy
+1,992
New +$212K 0.06% 186

Other funds holding VT

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Newman Dignan & Sheerar Inc's VT Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc increased its Vanguard Total World Stock ETF (VT) stake by 0.36% in Q2 2026, buying an estimated $915 and bringing the position to 1,671 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #175.

Newman Dignan & Sheerar Inc first reported a position in VT in Q4 2021 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 1,671 shares of Vanguard Total World Stock ETF worth $262K as of Q2 2026.
  • Newman Dignan & Sheerar Inc bought 6 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $915.
  • Vanguard Total World Stock ETF made up 0.05% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #175 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 5 quarters since.
  • 342 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.