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

Riverbend 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 		$463K Buy
2,950
+691
+31% +$105K 0.23% 112
2026
Q1 		$312K Sell
2,259
-4
-0.2% -$575 0.18% 129
2025
Q4 		$319K Buy
+2,263
New +$316K 0.2% 118

Other funds holding VT

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ZF
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
ST
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Riverbend Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 31% in Q2 2026, buying an estimated $105K and bringing the position to 2,950 shares worth $463K. The position accounts for 0.23% of the portfolio, ranked #112.

Riverbend Wealth Management first reported a position in VT in Q4 2025 and has held it in 3 quarters since. 633 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Riverbend Wealth Management held 2,950 shares of Vanguard Total World Stock ETF worth $463K as of Q2 2026.
  • Riverbend Wealth Management bought 691 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $105K.
  • Vanguard Total World Stock ETF made up 0.23% of Riverbend Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Riverbend Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 633 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.