North Star Investment Management’s Vanguard Total World Stock ETF VT Stock Holding History

North Star Investment 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	$61.1K	Buy	389 +3	+0.8%	+$458	﹤0.01%	699
2026 Q1	$53.5K	Buy	386 +80	+26%	+$11.5K	﹤0.01%	719
2025 Q4	$43.2K	Buy	306 +25	+9%	+$3.5K	﹤0.01%	696
2025 Q3	$38.7K	Hold	281	–	–	﹤0.01%	705
2025 Q2	$36.1K	Hold	281	–	–	﹤0.01%	700
2025 Q1	$32.6K	Hold	281	–	–	﹤0.01%	693
2024 Q4	$33K	Hold	281	–	–	﹤0.01%	691
2024 Q3	$33.6K	Hold	281	–	–	﹤0.01%	658
2024 Q2	$31.6K	Hold	281	–	–	﹤0.01%	658
2024 Q1	$31.1K	Hold	281	–	–	﹤0.01%	680
2023 Q4	$28.9K	Hold	281	–	–	﹤0.01%	675
2023 Q3	$26.2K	Hold	281	–	–	﹤0.01%	697
2023 Q2	$27.3K	Hold	281	–	–	﹤0.01%	699
2023 Q1	$25.9K	Hold	281	–	–	﹤0.01%	723
2022 Q4	$24.2K	Hold	281	–	–	﹤0.01%	712
2022 Q3	$22K	Hold	281	–	–	﹤0.01%	685
2022 Q2	$24K	Hold	281	–	–	﹤0.01%	684
2022 Q1	$28K	Sell	281 -200	-42%	-$20.3K	﹤0.01%	692
2021 Q4	$52K	Hold	481	–	–	﹤0.01%	597
2021 Q3	$49K	Hold	481	–	–	﹤0.01%	591
2021 Q2	$50K	Hold	481	–	–	﹤0.01%	584
2021 Q1	$47K	Buy	+481	New	+$46.3K	﹤0.01%	563
2020 Q4	–	Sell	-128	Closed	-$10K	–	1063
2020 Q3	$10K	Hold	128	–	–	﹤0.01%	757
2020 Q2	$10K	Sell	128 -116	-48%	-$8.17K	﹤0.01%	729
2020 Q1	$15K	Buy	244 +1	+0.4%	+$75	﹤0.01%	674
2019 Q4	$20K	Buy	243 +117	+93%	+$9.1K	﹤0.01%	711
2019 Q3	$9K	Buy	+126	New	+$9.41K	﹤0.01%	836
2019 Q2	–	Sell	-124	Closed	-$9K	–	923
2019 Q1	$9K	Buy	124 +1	+0.8%	+$71	﹤0.01%	848
2018 Q4	$8K	Sell	123 -213	-63%	-$14.9K	﹤0.01%	837
2018 Q3	$25K	Hold	336	–	–	﹤0.01%	692
2018 Q2	$25K	Buy	336 +3	+0.9%	+$224	﹤0.01%	704
2018 Q1	$25K	Buy	333 +1	+0.3%	+$76	﹤0.01%	700
2017 Q4	$25K	Buy	+332	New	+$24.1K	﹤0.01%	689

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

North Star Investment Management's VT Position: Q2 2026 in Review

North Star Investment Management increased its Vanguard Total World Stock ETF (VT) stake by 0.78% in Q2 2026, buying an estimated $458 and bringing the position to 389 shares worth $61.1K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

North Star Investment Management first reported a position in VT in Q4 2017 and has held it in 33 quarters since. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

North Star Investment Management held 389 shares of Vanguard Total World Stock ETF worth $61.1K as of Q2 2026.
North Star Investment Management bought 3 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $458.
Vanguard Total World Stock ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #699 holding.
North Star Investment Management first reported a position in Vanguard Total World Stock ETF in Q4 2017 and has held it in 33 quarters since.
1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.