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Waldron Private Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Waldron Private Wealth’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 		$9.7M Buy
61,780
+560
+0.9% +$85.4K 0.34% 43
2026
Q1 		$8.47M Buy
61,220
+5,712
+10% +$822K 0.33% 43
2025
Q4 		$7.83M Buy
55,508
+2,700
+5% +$377K 0.31% 45
2025
Q3 		$7.28M Buy
52,808
+5,818
+12% +$773K 0.29% 46
2025
Q2 		$6.04M Buy
46,990
+794
+2% +$95K 0.26% 48
2025
Q1 		$5.36M Buy
46,196
+3,720
+9% +$445K 0.25% 50
2024
Q4 		$4.99M Buy
42,476
+2,255
+6% +$271K 0.2% 66
2024
Q3 		$4.81M Sell
40,221
-1,105
-3% -$127K 0.2% 65
2024
Q2 		$4.65M Buy
41,326
+704
+2% +$77.6K 0.21% 62
2024
Q1 		$4.49M Buy
40,622
+3,358
+9% +$355K 0.2% 62
2023
Q4 		$3.83M Sell
37,264
-8,303
-18% -$799K 0.18% 64
2023
Q3 		$4.25M Sell
45,567
-363
-0.8% -$35.2K 0.22% 59
2023
Q2 		$4.45M Sell
45,930
-11,046
-19% -$1.04M 0.22% 58
2023
Q1 		$5.25M Sell
56,976
-7,645
-12% -$692K 0.26% 54
2022
Q4 		$5.1M Hold
64,621
– – 0.32% 50
2022
Q3 		$5.1M Buy
64,621
+4,348
+7% +$382K 0.32% 50
2022
Q2 		$5.14M Buy
60,273
+2,733
+5% +$253K 0.29% 54
2022
Q1 		$5.83M Buy
57,540
+6,955
+14% +$704K 0.3% 54
2021
Q4 		$5.43M Buy
50,585
+1,576
+3% +$167K 0.27% 57
2021
Q3 		$4.99M Buy
49,009
+894
+2% +$93.7K 0.29% 53
2021
Q2 		$4.99M Buy
48,115
+4,675
+11% +$477K 0.32% 51
2021
Q1 		$4.23M Buy
43,440
+5,802
+15% +$558K 0.29% 53
2020
Q4 		$3.48M Buy
37,638
+3,249
+9% +$282K 0.26% 58
2020
Q3 		$2.77M Buy
34,389
+1,919
+6% +$154K 0.24% 62
2020
Q2 		$2.43M Sell
32,470
-1,616
-5% -$114K 0.21% 65
2020
Q1 		$2.14M Sell
34,086
-149,418
-81% -$11.3M 0.23% 70
2019
Q4 		$14.9M Buy
183,504
+1,162
+0.6% +$90.4K 1.32% 18
2019
Q3 		$13.6M Sell
182,342
-1,192
-0.6% -$89K 1.39% 15
2019
Q2 		$13.8M Buy
183,534
+272
+0.1% +$20.2K 1.47% 14
2019
Q1 		$13.4M Buy
183,262
+1,901
+1% +$135K 1.51% 14
2018
Q4 		$11.9M Buy
181,361
+6,404
+4% +$448K 1.71% 13
2018
Q3 		$13.3M Buy
174,957
+9,001
+5% +$677K 2.58% 7
2018
Q2 		$12.2M Buy
165,956
+3,468
+2% +$259K 2.64% 7
2018
Q1 		$12M Buy
162,488
+8,395
+5% +$636K 2.69% 7
2017
Q4 		$11.4M Buy
154,093
+50,673
+49% +$3.68M 2.69% 6
2017
Q3 		$7.31M Buy
103,420
+99,262
+2,387% +$6.88M 2.04% 8
2017
Q2 		$280K Buy
4,158
+983
+31% +$65.7K 0.09% 98
2017
Q1 		$207K Buy
+3,175
New +$203K 0.05% 207

Other funds holding VT

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Waldron Private Wealth's VT Position: Q2 2026 in Review

Waldron Private Wealth increased its Vanguard Total World Stock ETF (VT) stake by 0.91% in Q2 2026, buying an estimated $85.4K and bringing the position to 61,780 shares worth $9.7M. The position accounts for 0.34% of the portfolio, ranked #43.

Waldron Private Wealth first reported a position in VT in Q1 2017 and has held it in 38 quarters since. The position peaked at $14.9M in Q4 2019. 631 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Waldron Private Wealth held 61,780 shares of Vanguard Total World Stock ETF worth $9.7M as of Q2 2026.
  • Waldron Private Wealth bought 560 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $85.4K.
  • Vanguard Total World Stock ETF made up 0.34% of Waldron Private Wealth's portfolio in Q2 2026, its #43 holding.
  • Waldron Private Wealth first reported a position in Vanguard Total World Stock ETF in Q1 2017 and has held it in 38 quarters since.
  • Waldron Private Wealth's Vanguard Total World Stock ETF position peaked at $14.9M in Q4 2019.
  • 631 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.