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 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 $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Wealth Management Group's VT Position: Q1 2026 in Review

Private Wealth Management Group increased its Vanguard Total World Stock ETF (VT) stake by 7.9% in Q1 2026, buying an estimated $5.61K and bringing the position to 535 shares worth $74.1K. The position accounts for 0.02% of the portfolio, ranked #151.

Private Wealth Management Group first reported a position in VT in Q4 2023 and has held it in 10 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Private Wealth Management Group held 535 shares of Vanguard Total World Stock ETF worth $74.1K as of Q1 2026.
Private Wealth Management Group bought 39 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $5.61K.
Vanguard Total World Stock ETF made up 0.02% of Private Wealth Management Group's portfolio in Q1 2026, its #151 holding.
Private Wealth Management Group first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 10 quarters since.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.