Prudent Man Investment Management’s Vanguard Total World Stock ETF VT Stock Holding History

Prudent Man Investment Management’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	$165K	Hold	1,172	–	–	0.06%	30
2026 Q1	$165K	Hold	1,172	–	–	0.06%	30
2025 Q4	$165K	Sell	1,172 -415	-26%	-$58K	0.06%	30
2025 Q3	$186K	Hold	1,587	–	–	0.1%	27
2025 Q2	$186K	Hold	1,587	–	–	0.1%	27
2025 Q1	$186K	Hold	1,587	–	–	0.1%	27
2024 Q4	$186K	Buy	+1,587	New	+$190K	0.1%	27

Other funds holding VT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Prudent Man Investment Management's VT Position: Q2 2026 in Review

Prudent Man Investment Management held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 1,172 shares worth $165K. The position accounts for 0.06% of the portfolio, ranked #30.

Prudent Man Investment Management first reported a position in VT in Q4 2024 and has held it in 7 quarters since. The position peaked at $186K in Q3 2025. 663 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Prudent Man Investment Management held 1,172 shares of Vanguard Total World Stock ETF worth $165K as of Q2 2026.
Prudent Man Investment Management left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.06% of Prudent Man Investment Management's portfolio in Q2 2026, its #30 holding.
Prudent Man Investment Management first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
Prudent Man Investment Management's Vanguard Total World Stock ETF position peaked at $186K in Q3 2025.
663 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.