Wealthedge Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Wealthedge Investment Advisors’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	$357K	Sell	2,274 -92	-4%	-$14K	0.12%	111
2026 Q1	$327K	Buy	2,366 +126	+6%	+$18.1K	0.12%	112
2025 Q4	$316K	Buy	2,240 +242	+12%	+$33.8K	0.12%	103
2025 Q3	$275K	Buy	1,998 +221	+12%	+$29.4K	0.1%	110
2025 Q2	$228K	Sell	1,777 -14	-0.8%	-$1.68K	0.1%	127
2025 Q1	$208K	Sell	1,791 -309	-15%	-$37K	0.09%	153
2024 Q4	$247K	Buy	+2,100	New	+$252K	0.11%	136

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

Wealthedge Investment Advisors's VT Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 3.9% in Q2 2026, selling an estimated $14K and leaving 2,274 shares worth $357K. The position accounts for 0.12% of the portfolio, ranked #111.

Wealthedge Investment Advisors first reported a position in VT in Q4 2024 and has held it in 7 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Wealthedge Investment Advisors held 2,274 shares of Vanguard Total World Stock ETF worth $357K as of Q2 2026.
Wealthedge Investment Advisors sold 92 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $14K.
Vanguard Total World Stock ETF made up 0.12% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #111 holding.
Wealthedge Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.