Northwest Wealth Management
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Northwest Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Northwest Wealth 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
Q3 		$639K Buy
4,045
+9
+0.2% +$1.43K 0.08% 111
2026
Q2 		$633K Sell
4,036
-172
-4% -$26.2K 0.08% 106
2026
Q1 		$582K Sell
4,208
-146
-3% -$21K 0.09% 111
2025
Q4 		$614K Sell
4,354
-2,282
-34% -$319K 0.1% 105
2025
Q3 		$914K Sell
6,636
-54
-0.8% -$7.18K 0.15% 78
2025
Q2 		$860K Buy
6,690
+430
+7% +$51.4K 0.16% 77
2025
Q1 		$726K Sell
6,260
-55
-0.9% -$6.58K 0.14% 84
2024
Q4 		$742K Sell
6,315
-1,639
-21% -$197K 0.16% 83
2024
Q3 		$952K Sell
7,954
-2,213
-22% -$254K 0.22% 70
2024
Q2 		$1.15M Sell
10,167
-975
-9% -$108K 0.3% 63
2024
Q1 		$1.23M Buy
11,142
+310
+3% +$32.8K 0.34% 60
2023
Q4 		$1.11M Buy
10,832
+372
+4% +$35.8K 0.34% 63
2023
Q3 		$975K Buy
10,460
+116
+1% +$11.3K 0.35% 62
2023
Q2 		$1M Sell
10,344
-129
-1% -$12.1K 0.36% 64
2023
Q1 		$964K Sell
10,473
-532
-5% -$48.2K 0.37% 62
2022
Q4 		$949K Buy
11,005
+688
+7% +$58.8K 0.41% 60
2022
Q3 		$814K Buy
10,317
+583
+6% +$51.2K 0.36% 65
2022
Q2 		$831K Buy
9,734
+1,590
+20% +$147K 0.36% 65
2022
Q1 		$825K Buy
8,144
+818
+11% +$82.8K 0.4% 64
2021
Q4 		$787K Buy
7,326
+787
+12% +$83.6K 0.37% 64
2021
Q3 		$666K Buy
6,539
+444
+7% +$46.5K 0.33% 67
2021
Q2 		$632K Buy
6,095
+232
+4% +$23.7K 0.33% 65
2021
Q1 		$570K Buy
5,863
+240
+4% +$23.1K 0.36% 67
2020
Q4 		$521K Buy
5,623
+342
+6% +$29.7K 0.36% 67
2020
Q3 		$426K Buy
5,281
+744
+16% +$59.7K 0.35% 66
2020
Q2 		$339K Buy
+4,537
New +$320K 0.3% 71

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Northwest Wealth Management's VT Position: Q3 2026 in Review

Northwest Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 0.22% in Q3 2026, buying an estimated $1.43K and bringing the position to 4,045 shares worth $639K. The position accounts for 0.08% of the portfolio, ranked #111.

Northwest Wealth Management first reported a position in VT in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.23M in Q1 2024. 821 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Northwest Wealth Management held 4,045 shares of Vanguard Total World Stock ETF worth $639K as of Q3 2026.
  • Northwest Wealth Management bought 9 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $1.43K.
  • Vanguard Total World Stock ETF made up 0.08% of Northwest Wealth Management's portfolio in Q3 2026, its #111 holding.
  • Northwest Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2020 and has held it in 26 quarters since.
  • Northwest Wealth Management's Vanguard Total World Stock ETF position peaked at $1.23M in Q1 2024.
  • 821 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Northwest Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.