Secure Asset Management’s Vanguard Total World Stock ETF VT Stock Holding History

Secure Asset 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	$5.97M	Sell	38,058 -26,457	-41%	-$4.04M	0.84%	31
2026 Q1	$8.92M	Buy	64,515 +4,952	+8%	+$712K	1.41%	12
2025 Q4	$8.4M	Buy	59,563 +18,159	+44%	+$2.54M	1.32%	15
2025 Q3	$5.73M	Buy	41,404 +5,217	+14%	+$693K	0.94%	22
2025 Q2	$4.65M	Buy	36,187 +5,630	+18%	+$673K	0.86%	21
2025 Q1	$3.54M	Sell	30,557 -18,494	-38%	-$2.21M	0.71%	29
2024 Q4	$5.76M	Buy	49,051 +117	+0.2%	+$14K	0.87%	23
2024 Q3	$5.86M	Buy	48,934 +1,626	+3%	+$187K	0.99%	16
2024 Q2	$5.33M	Sell	47,308 -57	-0.1%	-$6.29K	1.01%	15
2024 Q1	$5.23M	Buy	47,365 +2,722	+6%	+$288K	1.23%	12
2023 Q4	$4.59M	Buy	44,643 +2,228	+5%	+$214K	1.23%	11
2023 Q3	$3.95M	Buy	+42,415	New	+$4.12M	1.18%	15

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

Secure Asset Management's VT Position: Q2 2026 in Review

Secure Asset Management reduced its Vanguard Total World Stock ETF (VT) stake by 41% in Q2 2026, selling an estimated $4.04M and leaving 38,058 shares worth $5.97M. The position accounts for 0.84% of the portfolio, ranked #31.

Secure Asset Management first reported a position in VT in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.92M in Q1 2026. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Secure Asset Management held 38,058 shares of Vanguard Total World Stock ETF worth $5.97M as of Q2 2026.
Secure Asset Management sold 26,457 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $4.04M.
Vanguard Total World Stock ETF made up 0.84% of Secure Asset Management's portfolio in Q2 2026, its #31 holding.
Secure Asset Management first reported a position in Vanguard Total World Stock ETF in Q3 2023 and has held it in 12 quarters since.
Secure Asset Management's Vanguard Total World Stock ETF position peaked at $8.92M in Q1 2026.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.