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

Rialto 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 Q2	$31.4K	Sell	200 -231	-54%	-$35.2K	0.01%	368
2026 Q1	$59.6K	Sell	431 -17	-4%	-$2.44K	0.01%	270
2025 Q4	$63.2K	Hold	448	–	–	0.02%	262
2025 Q3	$61.7K	Sell	448 -1,884	-81%	-$250K	0.02%	251
2025 Q2	$300K	Buy	2,332 +83	+4%	+$9.93K	0.08%	122
2025 Q1	$261K	Sell	2,249 -11	-0.5%	-$1.32K	0.08%	128
2024 Q4	$265K	Buy	+2,260	New	+$271K	0.09%	130

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Rialto Wealth Management's VT Position: Q2 2026 in Review

Rialto Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 54% in Q2 2026, selling an estimated $35.2K and leaving 200 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #368.

Rialto Wealth Management first reported a position in VT in Q4 2024 and has held it in 7 quarters since. The position peaked at $300K in Q2 2025. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Rialto Wealth Management held 200 shares of Vanguard Total World Stock ETF worth $31.4K as of Q2 2026.
Rialto Wealth Management sold 231 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $35.2K.
Vanguard Total World Stock ETF made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #368 holding.
Rialto Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's Vanguard Total World Stock ETF position peaked at $300K in Q2 2025.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.