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

Tanager 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
Q2 		$3.81M Sell
24,297
-626
-3% -$95.5K 0.33% 36
2026
Q1 		$3.45M Buy
24,923
+82
+0.3% +$11.8K 0.33% 37
2025
Q4 		$3.5M Buy
24,841
+66
+0.3% +$9.23K 0.35% 34
2025
Q3 		$3.41M Buy
24,775
+1,382
+6% +$184K 0.36% 36
2025
Q2 		$3.01M Buy
23,393
+49
+0.2% +$5.86K 0.35% 36
2025
Q1 		$2.71M Sell
23,344
-874
-4% -$105K 0.35% 33
2024
Q4 		$2.85M Buy
24,218
+1,535
+7% +$184K 0.37% 31
2024
Q3 		$2.72M Buy
22,683
+550
+2% +$63.2K 0.37% 30
2024
Q2 		$2.49M Buy
22,133
+525
+2% +$57.9K 0.37% 30
2024
Q1 		$2.39M Buy
21,608
+874
+4% +$92.4K 0.39% 32
2023
Q4 		$2.13M Buy
20,734
+673
+3% +$64.8K 0.39% 31
2023
Q3 		$1.87M Buy
20,061
+1,291
+7% +$125K 0.39% 30
2023
Q2 		$1.82M Sell
18,770
-1,930
-9% -$181K 0.39% 34
2023
Q1 		$1.91M Buy
20,700
+282
+1% +$25.5K 0.45% 33
2022
Q4 		$1.76M Buy
20,418
+11,578
+131% +$989K 0.47% 32
2022
Q3 		$697K Hold
8,840
– – 0.55% 20
2022
Q2 		$754K Hold
8,840
– – 0.62% 20
2022
Q1 		$895K Hold
8,840
– – 0.67% 19
2021
Q4 		$950K Buy
+8,840
New +$939K 0.72% 22

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Tanager Wealth Management's VT Position: Q2 2026 in Review

Tanager Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 2.5% in Q2 2026, selling an estimated $95.5K and leaving 24,297 shares worth $3.81M. The position accounts for 0.33% of the portfolio, ranked #36.

Tanager Wealth Management first reported a position in VT in Q4 2021 and has held it in 19 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Tanager Wealth Management held 24,297 shares of Vanguard Total World Stock ETF worth $3.81M as of Q2 2026.
  • Tanager Wealth Management sold 626 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $95.5K.
  • Vanguard Total World Stock ETF made up 0.33% of Tanager Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Tanager Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.