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

Private Wealth Management 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	$84K	Buy	536 +1	+0.2%	+$153	0.02%	188
2026 Q1	$74.1K	Buy	535 +39	+8%	+$5.61K	0.02%	151
2025 Q4	$70K	Hold	496	–	–	0.02%	156
2025 Q3	$68.4K	Hold	496	–	–	0.02%	154
2025 Q2	$63.8K	Buy	496 +9	+2%	+$1.08K	0.02%	146
2025 Q1	$56.5K	Hold	487	–	–	0.02%	156
2024 Q4	$57.2K	Buy	487 +10	+2%	+$1.2K	0.02%	154
2024 Q3	$57.1K	Buy	477 +10	+2%	+$1.15K	0.02%	148
2024 Q2	$52.6K	Buy	467 +4	+0.9%	+$441	0.02%	154
2024 Q1	$51.2K	Sell	463 -85	-16%	-$8.99K	0.02%	152
2023 Q4	$56.4K	Buy	+548	New	+$52.7K	0.03%	144

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

Private Wealth Management Group's VT Position: Q2 2026 in Review

Private Wealth Management Group increased its Vanguard Total World Stock ETF (VT) stake by 0.19% in Q2 2026, buying an estimated $153 and bringing the position to 536 shares worth $84K. The position accounts for 0.02% of the portfolio, ranked #188.

Private Wealth Management Group first reported a position in VT in Q4 2023 and has held it in 11 quarters since. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Private Wealth Management Group held 536 shares of Vanguard Total World Stock ETF worth $84K as of Q2 2026.
Private Wealth Management Group bought 1 Vanguard Total World Stock ETF share in Q2 2026, an estimated $153.
Vanguard Total World Stock ETF made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #188 holding.
Private Wealth Management Group first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.