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Presilium Private Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Presilium Private Wealth’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 		$2.5M Sell
15,945
-310
-2% -$47.3K 0.38% 20
2026
Q1 		$2.25M Sell
16,255
-68
-0.4% -$9.78K 0.4% 19
2025
Q4 		$2.3M Buy
16,323
+85
+0.5% +$11.9K 0.42% 19
2025
Q3 		$2.24M Buy
16,238
+102
+0.6% +$13.6K 0.42% 19
2025
Q2 		$2.07M Buy
16,136
+196
+1% +$23.4K 0.42% 19
2025
Q1 		$1.85M Sell
15,940
-139
-0.9% -$16.6K 0.41% 24
2024
Q4 		$1.89M Sell
16,079
-237
-1% -$28.4K 0.43% 26
2024
Q3 		$1.95M Sell
16,316
-87
-0.5% -$10K 0.45% 26
2024
Q2 		$1.85M Buy
16,403
+10
+0.1% +$1.1K 0.47% 26
2024
Q1 		$1.81M Buy
16,393
+271
+2% +$28.7K 0.48% 26
2023
Q4 		$1.66M Buy
16,122
+2,062
+15% +$198K 0.47% 28
2023
Q3 		$1.31M Buy
14,060
+82
+0.6% +$7.96K 0.42% 19
2023
Q2 		$1.36M Buy
13,978
+355
+3% +$33.3K 0.46% 19
2023
Q1 		$1.25M Sell
13,623
-4,844
-26% -$439K 0.48% 19
2022
Q4 		$1.59M Buy
+18,467
New +$1.58M 0.67% 18

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

Presilium Private Wealth's VT Position: Q2 2026 in Review

Presilium Private Wealth reduced its Vanguard Total World Stock ETF (VT) stake by 1.9% in Q2 2026, selling an estimated $47.3K and leaving 15,945 shares worth $2.5M. The position accounts for 0.38% of the portfolio, ranked #20.

Presilium Private Wealth first reported a position in VT in Q4 2022 and has held it in 15 quarters since. 1,312 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Presilium Private Wealth held 15,945 shares of Vanguard Total World Stock ETF worth $2.5M as of Q2 2026.
  • Presilium Private Wealth sold 310 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $47.3K.
  • Vanguard Total World Stock ETF made up 0.38% of Presilium Private Wealth's portfolio in Q2 2026, its #20 holding.
  • Presilium Private Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.