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

Schrum Private 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 Q1	$1.46M	Buy	10,590 +373	+4%	+$53.6K	1.12%	20
2025 Q4	$1.44M	Buy	10,217 +949	+10%	+$133K	1.07%	23
2025 Q3	$1.28M	Buy	9,268 +8	+0.1%	+$1.06K	0.94%	27
2025 Q2	$1.19M	Buy	9,260 +1,352	+17%	+$162K	0.95%	28
2025 Q1	$917K	Buy	7,908 +6	+0.1%	+$718	0.81%	33
2024 Q4	$928K	Sell	7,902 -2,048	-21%	-$246K	0.79%	36
2024 Q3	$1.19M	Buy	9,950 +2,411	+32%	+$277K	0.62%	43
2024 Q2	$849K	Buy	7,539 +17	+0.2%	+$1.88K	0.77%	36
2024 Q1	$831K	Buy	7,522 +2,494	+50%	+$264K	0.75%	38
2023 Q4	$517K	Sell	5,028 -2,594	-34%	-$250K	0.73%	38
2023 Q3	$710K	Buy	7,622 +9	+0.1%	+$874	0.81%	38
2023 Q2	$738K	Sell	7,613 -235	-3%	-$22K	0.8%	36
2023 Q1	$723K	Sell	7,848 -402	-5%	-$36.4K	0.83%	32
2022 Q4	$711K	Buy	8,250 +17	+0.2%	+$1.45K	0.84%	32
2022 Q3	$649K	Buy	8,233 +880	+12%	+$77.3K	0.82%	34
2022 Q2	$627K	Sell	7,353 -251	-3%	-$23.2K	0.71%	41
2022 Q1	$738K	Buy	7,604 +1,968	+35%	+$199K	0.74%	40
2021 Q4	$605K	Buy	+5,636	New	+$599K	0.55%	51

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schrum Private Wealth Management's VT Position: Q1 2026 in Review

Schrum Private Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 3.7% in Q1 2026, buying an estimated $53.6K and bringing the position to 10,590 shares worth $1.46M. The position accounts for 1.12% of the portfolio, ranked #20.

Schrum Private Wealth Management first reported a position in VT in Q4 2021 and has held it in 18 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Schrum Private Wealth Management held 10,590 shares of Vanguard Total World Stock ETF worth $1.46M as of Q1 2026.
Schrum Private Wealth Management bought 373 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $53.6K.
Vanguard Total World Stock ETF made up 1.12% of Schrum Private Wealth Management's portfolio in Q1 2026, its #20 holding.
Schrum Private Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 18 quarters since.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.