Stonebridge Financial Group (Pennsylvania)’s Vanguard Total World Stock ETF VT Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$1.96M	Hold	12,498	–	–	0.15%	106
2026 Q1	$1.73M	Hold	12,498	–	–	0.14%	109
2025 Q4	$1.76M	Buy	12,498 +1	+0%	+$140	0.15%	104
2025 Q3	$1.72M	Hold	12,497	–	–	0.15%	101
2025 Q2	$1.61M	Sell	12,497 -1,253	-9%	-$150K	0.16%	100
2025 Q1	$1.59M	Buy	13,750 +1	+0%	+$120	0.17%	96
2024 Q4	$1.62M	Buy	+13,749	New	+$1.65M	0.18%	93

Other funds holding VT

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCM

Permanent Capital Management Chicago, Illinois $747M AUM 17.94% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s VT Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 12,498 shares worth $1.96M. The position accounts for 0.15% of the portfolio, ranked #106.

Stonebridge Financial Group (Pennsylvania) first reported a position in VT in Q4 2024 and has held it in 7 quarters since. 1,123 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 12,498 shares of Vanguard Total World Stock ETF worth $1.96M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.15% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #106 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
1,123 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.