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

Tradewinds 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	$19.6K	Buy	+125	New	+$19.1K	﹤0.01%	324
2024 Q2	–	Sell	-15	Closed	-$1.7K	–	622
2024 Q1	$1.7K	Hold	15	–	–	﹤0.01%	427
2023 Q4	$1.57K	Sell	15 -4	-21%	-$385	﹤0.01%	362
2023 Q3	$1.79K	Buy	19 +4	+27%	+$388	﹤0.01%	349
2023 Q2	$1.47K	Buy	+15	New	+$1.41K	﹤0.01%	353
2014 Q1	–	Sell	-23	Closed	-$1K	–	651
2013 Q4	$1K	Buy	+23	New	+$1.32K	﹤0.01%	561

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

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

Tradewinds Capital Management opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 125 shares worth $19.6K. The stake represents ﹤0.01% of the portfolio and ranks #324 among its holdings. This is a return to the name: Tradewinds Capital Management previously reported a position in VT as recently as Q1 2024.

Tradewinds Capital Management first reported a position in VT in Q4 2013 and has held it in 6 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Tradewinds Capital Management held 125 shares of Vanguard Total World Stock ETF worth $19.6K as of Q2 2026.
Vanguard Total World Stock ETF was a new Tradewinds Capital Management position in Q2 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #324 holding.
Tradewinds Capital Management first reported a position in Vanguard Total World Stock ETF in Q4 2013 and has held it in 6 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.