NWM
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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
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

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Northwest Wealth Management's VT Position: Q2 2026 in Review

Northwest Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 4.1% in Q2 2026, selling an estimated $26.2K and leaving 4,036 shares worth $633K. The position accounts for 0.08% of the portfolio, ranked #106.

Northwest Wealth Management first reported a position in VT in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.23M in Q1 2024. 578 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Northwest Wealth Management held 4,036 shares of Vanguard Total World Stock ETF worth $633K as of Q2 2026.
  • Northwest Wealth Management sold 172 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $26.2K.
  • Vanguard Total World Stock ETF made up 0.08% of Northwest Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Northwest Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2020 and has held it in 25 quarters since.
  • Northwest Wealth Management's Vanguard Total World Stock ETF position peaked at $1.23M in Q1 2024.
  • 578 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.