Schneider Downs Wealth Management Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Schneider Downs Wealth Management Advisors’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	$340K	Hold	2,165	–	–	0.03%	128
2026 Q1	$299K	Hold	2,165	–	–	0.03%	124
2025 Q4	$305K	Hold	2,165	–	–	0.03%	124
2025 Q3	$298K	Hold	2,165	–	–	0.04%	121
2025 Q2	$278K	Hold	2,165	–	–	0.04%	122
2025 Q1	$251K	Hold	2,165	–	–	0.05%	125
2024 Q4	$254K	Sell	2,165 -146	-6%	-$17.5K	0.05%	121
2024 Q3	$277K	Buy	2,311 +9	+0.4%	+$1.03K	0.06%	117
2024 Q2	$259K	Hold	2,302	–	–	0.06%	113
2024 Q1	$254K	Buy	2,302 +137	+6%	+$14.5K	0.06%	116
2023 Q4	$223K	Hold	2,165	–	–	0.06%	107
2023 Q3	$202K	Sell	2,165 -1,064	-33%	-$103K	0.05%	104
2023 Q2	$313K	Hold	3,229	–	–	0.07%	85
2023 Q1	$297K	Hold	3,229	–	–	0.06%	88
2022 Q4	$278K	Buy	+3,229	New	+$276K	0.06%	95

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

Schneider Downs Wealth Management Advisors's VT Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 2,165 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #128.

Schneider Downs Wealth Management Advisors first reported a position in VT in Q4 2022 and has held it in 15 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Schneider Downs Wealth Management Advisors held 2,165 shares of Vanguard Total World Stock ETF worth $340K as of Q2 2026.
Schneider Downs Wealth Management Advisors left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.03% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #128 holding.
Schneider Downs Wealth Management Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 15 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.