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 Q3	$336K	Sell	2,128 -11	-0.5%	-$1.74K	0.09%	19
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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

United Wealth Management's VT Position: Q3 2026 in Review

United Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 0.51% in Q3 2026, selling an estimated $1.74K and leaving 2,128 shares worth $336K. The position accounts for 0.09% of the portfolio, ranked #19.

United Wealth Management first reported a position in VT in Q4 2024 and has held it in 8 quarters since. The position peaked at $345K in Q4 2025. 924 funds tracked by Wall St. Rank hold VT as of Q3 2026.

United Wealth Management held 2,128 shares of Vanguard Total World Stock ETF worth $336K as of Q3 2026.
United Wealth Management sold 11 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $1.74K.
Vanguard Total World Stock ETF made up 0.09% of United Wealth Management's portfolio in Q3 2026, its #19 holding.
United Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 8 quarters since.
United Wealth Management's Vanguard Total World Stock ETF position peaked at $345K in Q4 2025.
924 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on United Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.