Portside Wealth Group’s Vanguard Total World Stock ETF VT Stock Holding History

Portside Wealth Group’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	$3.66M	Buy	23,288 +5,826	+33%	+$889K	0.43%	57
2026 Q1	$2.42M	Buy	17,462 +4,216	+32%	+$606K	0.33%	70
2025 Q4	$1.87M	Sell	13,246 -11,051	-45%	-$1.54M	0.25%	90
2025 Q3	$3.35M	Buy	24,297 +22,287	+1,109%	+$2.96M	0.46%	53
2025 Q2	$258K	Sell	2,010 -401	-17%	-$48K	0.04%	387
2025 Q1	$280K	Buy	2,411 +360	+18%	+$43.1K	0.05%	355
2024 Q4	$241K	Buy	2,051 +23	+1%	+$2.76K	0.04%	370
2024 Q3	$243K	Buy	2,028 +18	+0.9%	+$2.07K	0.04%	343
2024 Q2	$226K	Sell	2,010 -9	-0.4%	-$992	0.04%	323
2024 Q1	$223K	Sell	2,019 -80	-4%	-$8.46K	0.04%	333
2023 Q4	$216K	Buy	+2,099	New	+$202K	0.04%	325

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

Portside Wealth Group's VT Position: Q2 2026 in Review

Portside Wealth Group increased its Vanguard Total World Stock ETF (VT) stake by 33% in Q2 2026, buying an estimated $889K and bringing the position to 23,288 shares worth $3.66M. The position accounts for 0.43% of the portfolio, ranked #57.

Portside Wealth Group first reported a position in VT in Q4 2023 and has held it in 11 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Portside Wealth Group held 23,288 shares of Vanguard Total World Stock ETF worth $3.66M as of Q2 2026.
Portside Wealth Group bought 5,826 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $889K.
Vanguard Total World Stock ETF made up 0.43% of Portside Wealth Group's portfolio in Q2 2026, its #57 holding.
Portside Wealth Group first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.