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

United 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 		$336K Sell
2,139
-3
-0.1% -$458 0.08% 20
2026
Q1 		$296K Sell
2,142
-306
-13% -$44K 0.07% 21
2025
Q4 		$345K Hold
2,448
– – 0.09% 22
2025
Q3 		$337K Hold
2,448
– – 0.09% 20
2025
Q2 		$315K Hold
2,448
– – 0.09% 19
2025
Q1 		$284K Hold
2,448
– – 0.09% 19
2024
Q4 		$288K Buy
+2,448
New +$294K 0.1% 21

Other funds holding VT

Envestnet Asset Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

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

United Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 0.14% in Q2 2026, selling an estimated $458 and leaving 2,139 shares worth $336K. The position accounts for 0.08% of the portfolio, ranked #20.

United Wealth Management first reported a position in VT in Q4 2024 and has held it in 7 quarters since. The position peaked at $345K in Q4 2025. 867 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • United Wealth Management held 2,139 shares of Vanguard Total World Stock ETF worth $336K as of Q2 2026.
  • United Wealth Management sold 3 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $458.
  • Vanguard Total World Stock ETF made up 0.08% of United Wealth Management's portfolio in Q2 2026, its #20 holding.
  • United Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • United Wealth Management's Vanguard Total World Stock ETF position peaked at $345K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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