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Pathfinder Wealth Consulting’s Vanguard Total World Stock ETF VT Stock Holding History

Pathfinder Wealth Consulting’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 		– Sell
-2,496
Closed -$345K – 151
2026
Q1 		$345K Hold
2,496
– – 0.22% 104
2025
Q4 		$352K Buy
+2,496
New +$349K 0.22% 97

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Pathfinder Wealth Consulting's VT Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Vanguard Total World Stock ETF (VT) in Q2 2026, closing a stake of 2,496 shares — an estimated $345K sold.

Pathfinder Wealth Consulting first reported a position in VT in Q4 2025 and held it in 2 quarters. The position peaked at $352K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining Vanguard Total World Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 2,496 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $345K.
  • Pathfinder Wealth Consulting first reported a position in Vanguard Total World Stock ETF in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's Vanguard Total World Stock ETF position peaked at $352K in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.