Pension & Wealth Management Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Pension & Wealth Management Advisors’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	$85.6K	Buy	545 +301	+123%	+$45.9K	0.02%	266
2026 Q1	$33.8K	Buy	244 +1	+0.4%	+$144	0.01%	332
2025 Q4	$34.4K	Buy	243 +2	+0.8%	+$280	0.01%	347
2025 Q3	$33.3K	Hold	241	–	–	0.01%	326
2025 Q2	$31K	Buy	+241	New	+$28.8K	0.01%	311

Other funds holding VT

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Pension & Wealth Management Advisors's VT Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Vanguard Total World Stock ETF (VT) stake by 123% in Q2 2026, buying an estimated $45.9K and bringing the position to 545 shares worth $85.6K. The position accounts for 0.02% of the portfolio, ranked #266.

Pension & Wealth Management Advisors first reported a position in VT in Q2 2025 and has held it in 5 quarters since. 1,266 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Pension & Wealth Management Advisors held 545 shares of Vanguard Total World Stock ETF worth $85.6K as of Q2 2026.
Pension & Wealth Management Advisors bought 301 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $45.9K.
Vanguard Total World Stock ETF made up 0.02% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #266 holding.
Pension & Wealth Management Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2025 and has held it in 5 quarters since.
1,266 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.