NWF Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History

NWF Advisory Services’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 Q1	$6.95M	Sell	50,246 -81	-0.2%	-$11.7K	0.78%	35
2025 Q4	$7.1M	Buy	50,327 +296	+0.6%	+$41.4K	0.78%	35
2025 Q3	$6.89M	Buy	50,031 +195	+0.4%	+$25.9K	0.76%	35
2025 Q2	$6.4M	Buy	49,836 +326	+0.7%	+$39K	0.76%	33
2025 Q1	$5.74M	Sell	49,510 -349	-0.7%	-$41.8K	0.81%	32
2024 Q4	$5.86M	Sell	49,859 -670	-1%	-$80.4K	0.86%	33
2024 Q3	$6.05M	Buy	50,529 +370	+0.7%	+$42.5K	0.88%	29
2024 Q2	$5.65M	Buy	50,159 +131	+0.3%	+$14.4K	0.9%	28
2024 Q1	$5.53M	Buy	50,028 +2,292	+5%	+$242K	0.92%	29
2023 Q4	$4.91M	Buy	47,736 +145	+0.3%	+$14K	0.98%	23
2023 Q3	$4.43M	Buy	47,591 +77	+0.2%	+$7.47K	1.04%	23
2023 Q2	$4.61M	Hold	47,514	–	–	1.07%	21
2023 Q1	$4.61M	Buy	+47,514	New	+$4.3M	1.07%	21

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NWF Advisory Services's VT Position: Q1 2026 in Review

NWF Advisory Services reduced its Vanguard Total World Stock ETF (VT) stake by 0.16% in Q1 2026, selling an estimated $11.7K and leaving 50,246 shares worth $6.95M. The position accounts for 0.78% of the portfolio, ranked #35.

NWF Advisory Services first reported a position in VT in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.1M in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

NWF Advisory Services held 50,246 shares of Vanguard Total World Stock ETF worth $6.95M as of Q1 2026.
NWF Advisory Services sold 81 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $11.7K.
Vanguard Total World Stock ETF made up 0.78% of NWF Advisory Services's portfolio in Q1 2026, its #35 holding.
NWF Advisory Services first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Vanguard Total World Stock ETF position peaked at $7.1M in Q4 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.