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

Pine Harbor 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	$1.41M	Sell	8,968 -36	-0.4%	-$5.49K	0.38%	29
2026 Q1	$1.25M	Buy	9,004 +127	+1%	+$18.3K	0.37%	28
2025 Q4	$1.25M	Buy	8,877 +557	+7%	+$77.9K	0.38%	30
2025 Q3	$1.15M	Buy	8,320 +370	+5%	+$49.2K	0.37%	32
2025 Q2	$1.02M	Hold	7,950	–	–	0.36%	34
2025 Q1	$922K	Hold	7,950	–	–	0.37%	35
2024 Q4	$934K	Buy	7,950 +1,220	+18%	+$146K	0.38%	33
2024 Q3	$806K	Buy	6,730 +7	+0.1%	+$805	0.4%	36
2024 Q2	$757K	Buy	6,723 +9	+0.1%	+$992	0.45%	35
2024 Q1	$742K	Buy	6,714 +8	+0.1%	+$846	0.47%	36
2023 Q4	$690K	Buy	+6,706	New	+$645K	0.53%	36

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Pine Harbor Wealth Management's VT Position: Q2 2026 in Review

Pine Harbor Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 0.4% in Q2 2026, selling an estimated $5.49K and leaving 8,968 shares worth $1.41M. The position accounts for 0.38% of the portfolio, ranked #29.

Pine Harbor Wealth Management first reported a position in VT in Q4 2023 and has held it in 11 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Pine Harbor Wealth Management held 8,968 shares of Vanguard Total World Stock ETF worth $1.41M as of Q2 2026.
Pine Harbor Wealth Management sold 36 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $5.49K.
Vanguard Total World Stock ETF made up 0.38% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #29 holding.
Pine Harbor Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.