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Prosperity Consulting Group’s Vanguard Total World Stock ETF VT Stock Holding History

Prosperity Consulting 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 		$456K Buy
2,903
+12
+0.4% +$1.83K 0.02% 410
2026
Q1 		$400K Sell
2,891
-369
-11% -$53.1K 0.02% 384
2025
Q4 		$460K Sell
3,260
-3,095
-49% -$433K 0.02% 371
2025
Q3 		$876K Buy
+6,355
New +$845K 0.04% 271

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

Prosperity Consulting Group's VT Position: Q2 2026 in Review

Prosperity Consulting Group increased its Vanguard Total World Stock ETF (VT) stake by 0.42% in Q2 2026, buying an estimated $1.83K and bringing the position to 2,903 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #410.

Prosperity Consulting Group first reported a position in VT in Q3 2025 and has held it in 4 quarters since. The position peaked at $876K in Q3 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Prosperity Consulting Group held 2,903 shares of Vanguard Total World Stock ETF worth $456K as of Q2 2026.
  • Prosperity Consulting Group bought 12 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.83K.
  • Vanguard Total World Stock ETF made up 0.02% of Prosperity Consulting Group's portfolio in Q2 2026, its #410 holding.
  • Prosperity Consulting Group first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • Prosperity Consulting Group's Vanguard Total World Stock ETF position peaked at $876K in Q3 2025.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.