Salomon & Ludwin
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Salomon & Ludwin’s Vanguard Total World Stock ETF VT Stock Holding History

Salomon & Ludwin’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 		$4.46M Buy
28,225
+65
+0.2% +$10.3K 0.37% 51
2026
Q2 		$4.4M Sell
28,160
-98
-0.3% -$15K 0.36% 52
2026
Q1 		$3.94M Sell
28,258
-1,187
-4% -$171K 0.35% 53
2025
Q4 		$4.13M Buy
29,445
+50
+0.2% +$6.99K 0.37% 49
2025
Q3 		$4.09M Buy
29,395
+501
+2% +$66.6K 0.37% 50
2025
Q2 		$3.73M Sell
28,894
-563
-2% -$67.3K 0.37% 51
2025
Q1 		$3.42M Buy
29,457
+158
+0.5% +$18.9K 0.36% 51
2024
Q4 		$3.44M Sell
29,299
-903
-3% -$108K 0.36% 49
2024
Q3 		$3.62M Sell
30,202
-29
-0.1% -$3.34K 0.37% 49
2024
Q2 		$3.4M Sell
30,231
-2,176
-7% -$240K 0.38% 51
2024
Q1 		$3.58M Sell
32,407
-40
-0.1% -$4.23K 0.31% 57
2023
Q4 		$3.02M Hold
32,447
– – 0.32% 55
2023
Q3 		$3.02M Sell
32,447
-165
-0.5% -$16K 0.32% 55
2023
Q2 		$3.16M Sell
32,612
-1,241
-4% -$116K 0.34% 55
2023
Q1 		$3.12M Sell
33,853
-742
-2% -$67.2K 0.37% 51
2022
Q4 		$2.98M Buy
34,595
+6,319
+22% +$540K 0.38% 51
2022
Q3 		$2.23M Buy
28,276
+18,210
+181% +$1.6M 0.33% 45
2022
Q2 		$859K Buy
10,066
+6,394
+174% +$591K 0.13% 59
2022
Q1 		$372K Buy
3,672
+360
+11% +$36.5K 0.05% 79
2021
Q4 		$356K Buy
3,312
+474
+17% +$50.4K 0.05% 75
2021
Q3 		$289K Buy
2,838
+154
+6% +$16.1K 0.05% 79
2021
Q2 		$278K Sell
2,684
-17
-0.6% -$1.73K 0.04% 70
2021
Q1 		$263K Buy
+2,701
New +$260K 0.04% 66
2020
Q2 		– Sell
-1,541
Closed -$97K – 215
2020
Q1 		$97K Buy
1,541
+16
+1% +$1.21K 0.03% 69
2019
Q4 		$124K Buy
1,525
+65
+4% +$5.06K 0.02% 68
2019
Q3 		$109K Sell
1,460
-606
-29% -$45.3K 0.02% 62
2019
Q2 		$155K Buy
2,066
+29
+1% +$2.15K 0.03% 51
2019
Q1 		$149K Buy
2,037
+193
+10% +$13.7K 0.03% 47
2018
Q4 		$121K Buy
+1,844
New +$129K 0.03% 53

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 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
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Salomon & Ludwin's VT Position: Q3 2026 in Review

Salomon & Ludwin increased its Vanguard Total World Stock ETF (VT) stake by 0.23% in Q3 2026, buying an estimated $10.3K and bringing the position to 28,225 shares worth $4.46M. The position accounts for 0.37% of the portfolio, ranked #51.

Salomon & Ludwin first reported a position in VT in Q4 2018 and has held it in 29 quarters since. 816 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Salomon & Ludwin held 28,225 shares of Vanguard Total World Stock ETF worth $4.46M as of Q3 2026.
  • Salomon & Ludwin bought 65 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $10.3K.
  • Vanguard Total World Stock ETF made up 0.37% of Salomon & Ludwin's portfolio in Q3 2026, its #51 holding.
  • Salomon & Ludwin first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 29 quarters since.
  • 816 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.