PWM
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PTM Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

PTM Wealth 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
Q1 		$269K Buy
1,919
+4
+0.2% +$575 0.14% 47
2025
Q4 		$274K Buy
1,915
+35
+2% +$4.89K 0.15% 46
2025
Q3 		$262K Buy
1,880
+7
+0.4% +$930 0.16% 45
2025
Q2 		$243K Buy
+1,873
New +$224K 0.16% 43

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PTM Wealth Management's VT Position: Q1 2026 in Review

PTM Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 0.21% in Q1 2026, buying an estimated $575 and bringing the position to 1,919 shares worth $269K. The position accounts for 0.14% of the portfolio, ranked #47.

PTM Wealth Management first reported a position in VT in Q2 2025 and has held it in 4 quarters since. The position peaked at $274K in Q4 2025. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • PTM Wealth Management held 1,919 shares of Vanguard Total World Stock ETF worth $269K as of Q1 2026.
  • PTM Wealth Management bought 4 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $575.
  • Vanguard Total World Stock ETF made up 0.14% of PTM Wealth Management's portfolio in Q1 2026, its #47 holding.
  • PTM Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2025 and has held it in 4 quarters since.
  • PTM Wealth Management's Vanguard Total World Stock ETF position peaked at $274K in Q4 2025.
  • 1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.