TrueWealth Financial Partners’s Vanguard Total World Stock ETF VT Stock Holding History

TrueWealth Financial Partners’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	$803K	Buy	5,116 +70	+1%	+$10.7K	0.33%	22
2026 Q1	$698K	Buy	+5,046	New	+$726K	0.28%	31
2025 Q4	–	Sell	-5,180	Closed	-$714K	–	71
2025 Q3	$714K	Buy	5,180 +618	+14%	+$82.1K	0.36%	22
2025 Q2	$586K	Buy	4,562 +524	+13%	+$62.7K	0.32%	22
2025 Q1	$468K	Buy	4,038 +1,137	+39%	+$136K	0.28%	23
2024 Q4	$341K	Buy	2,901 +249	+9%	+$29.9K	0.21%	18
2024 Q3	$317K	Buy	2,652 +100	+4%	+$11.5K	0.19%	18
2024 Q2	$287K	Buy	2,552 +278	+12%	+$30.7K	0.19%	17
2024 Q1	$251K	Buy	+2,274	New	+$240K	0.18%	18

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

TrueWealth Financial Partners's VT Position: Q2 2026 in Review

TrueWealth Financial Partners increased its Vanguard Total World Stock ETF (VT) stake by 1.4% in Q2 2026, buying an estimated $10.7K and bringing the position to 5,116 shares worth $803K. The position accounts for 0.33% of the portfolio, ranked #22.

TrueWealth Financial Partners first reported a position in VT in Q1 2024 and has held it in 9 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

TrueWealth Financial Partners held 5,116 shares of Vanguard Total World Stock ETF worth $803K as of Q2 2026.
TrueWealth Financial Partners bought 70 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $10.7K.
Vanguard Total World Stock ETF made up 0.33% of TrueWealth Financial Partners's portfolio in Q2 2026, its #22 holding.
TrueWealth Financial Partners first reported a position in Vanguard Total World Stock ETF in Q1 2024 and has held it in 9 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.