Riverbend Wealth Management
VT icon

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
Q3 		$637K Buy
4,033
+1,083
+37% +$172K 0.29% 94
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

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

Riverbend Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 37% in Q3 2026, buying an estimated $172K and bringing the position to 4,033 shares worth $637K. The position accounts for 0.29% of the portfolio, ranked #94.

Riverbend Wealth Management first reported a position in VT in Q4 2025 and has held it in 4 quarters since. 924 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Riverbend Wealth Management held 4,033 shares of Vanguard Total World Stock ETF worth $637K as of Q3 2026.
  • Riverbend Wealth Management bought 1,083 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $172K.
  • Vanguard Total World Stock ETF made up 0.29% of Riverbend Wealth Management's portfolio in Q3 2026, its #94 holding.
  • Riverbend Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 4 quarters since.
  • 924 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.