PTM Wealth Management
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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
Q3 		$310K Buy
1,931
+5
+0.3% +$793 0.13% 48
2026
Q2 		$297K Buy
1,926
+7
+0.4% +$1.07K 0.13% 47
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cambridge Associates
Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Permanent Capital Management
Permanent Capital Management Chicago, Illinois $637M AUM 13.34% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
Global Endowment Management
Global Endowment Management Charlotte, North Carolina $1.08B AUM 11.63% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

PTM Wealth Management's VT Position: Q3 2026 in Review

PTM Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 0.26% in Q3 2026, buying an estimated $793 and bringing the position to 1,931 shares worth $310K. The position accounts for 0.13% of the portfolio, ranked #48.

PTM Wealth Management first reported a position in VT in Q2 2025 and has held it in 6 quarters since. 1,190 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • PTM Wealth Management held 1,931 shares of Vanguard Total World Stock ETF worth $310K as of Q3 2026.
  • PTM Wealth Management bought 5 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $793.
  • Vanguard Total World Stock ETF made up 0.13% of PTM Wealth Management's portfolio in Q3 2026, its #48 holding.
  • PTM Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on PTM Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.