Sharkey, Howes & Javer’s Vanguard Total World Stock ETF VT Stock Holding History

Sharkey, Howes & Javer’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	$846K	Sell	5,392 -1,010	-16%	-$154K	0.1%	90
2026 Q1	$886K	Sell	6,402 -2,175	-25%	-$313K	0.12%	86
2025 Q4	$1.21M	Sell	8,577 -16,702	-66%	-$2.33M	0.15%	76
2025 Q3	$3.48M	Sell	25,279 -2,256	-8%	-$300K	0.45%	40
2025 Q2	$3.54M	Sell	27,535 -172	-0.6%	-$20.6K	0.47%	42
2025 Q1	$3.21M	Sell	27,707 -208	-0.7%	-$24.9K	0.46%	45
2024 Q4	$3.28M	Sell	27,915 -944	-3%	-$113K	0.46%	43
2024 Q3	$3.45M	Sell	28,859 -352	-1%	-$40.5K	0.49%	35
2024 Q2	$3.29M	Sell	29,211 -408	-1%	-$45K	0.53%	33
2024 Q1	$3.27M	Buy	+29,619	New	+$3.13M	0.54%	29

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

Sharkey, Howes & Javer's VT Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its Vanguard Total World Stock ETF (VT) stake by 16% in Q2 2026, selling an estimated $154K and leaving 5,392 shares worth $846K. The position accounts for 0.1% of the portfolio, ranked #90.

Sharkey, Howes & Javer first reported a position in VT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.54M in Q2 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Sharkey, Howes & Javer held 5,392 shares of Vanguard Total World Stock ETF worth $846K as of Q2 2026.
Sharkey, Howes & Javer sold 1,010 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $154K.
Vanguard Total World Stock ETF made up 0.1% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #90 holding.
Sharkey, Howes & Javer first reported a position in Vanguard Total World Stock ETF in Q1 2024 and has held it in 10 quarters since.
Sharkey, Howes & Javer's Vanguard Total World Stock ETF position peaked at $3.54M in Q2 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.