Towneley Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

Towneley Capital 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	$1.59M	Hold	10,159	–	–	0.31%	19
2026 Q1	$1.41M	Buy	+10,159	New	+$1.46M	0.29%	20
2025 Q1	–	Sell	-10,183	Closed	-$1.2M	–	50
2024 Q4	$1.2M	Sell	10,183 -172	-2%	-$20.6K	0.28%	21
2024 Q3	$1.24M	Buy	10,355 +1	+0%	+$115	0.28%	20
2024 Q2	$1.17M	Hold	10,354	–	–	0.27%	23
2024 Q1	$1.14M	Hold	10,354	–	–	0.28%	26
2023 Q4	$1.07M	Buy	+10,354	New	+$996K	0.27%	27

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

Towneley Capital Management's VT Position: Q2 2026 in Review

Towneley Capital Management held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 10,159 shares worth $1.59M. The position accounts for 0.31% of the portfolio, ranked #19.

Towneley Capital Management first reported a position in VT in Q4 2023 and has held it in 7 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Towneley Capital Management held 10,159 shares of Vanguard Total World Stock ETF worth $1.59M as of Q2 2026.
Towneley Capital Management left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.31% of Towneley Capital Management's portfolio in Q2 2026, its #19 holding.
Towneley Capital Management first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 7 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Towneley Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.