Weil Company’s Vanguard Total World Stock ETF VT Stock Holding History

Weil Company’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	$23M	Sell	146,597 -4,067	-3%	-$621K	4.05%	7
2026 Q1	$20.8M	Sell	150,664 -38,172	-20%	-$5.49M	4.68%	4
2025 Q4	$26.6M	Sell	188,836 -1,710	-0.9%	-$239K	6.13%	4
2025 Q3	$26.3M	Buy	190,546 +16,020	+9%	+$2.13M	6.32%	4
2025 Q2	$22.4M	Buy	174,526 +95,641	+121%	+$11.4M	5.92%	3
2025 Q1	$9.15M	Sell	78,885 -33,634	-30%	-$4.02M	2.73%	9
2024 Q4	$13.2M	Buy	112,519 +100,758	+857%	+$12.1M	4.57%	5
2024 Q3	$1.41M	Buy	11,761 +4,468	+61%	+$514K	0.46%	52
2024 Q2	$821K	Buy	+7,293	New	+$804K	0.3%	70

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

Weil Company's VT Position: Q2 2026 in Review

Weil Company reduced its Vanguard Total World Stock ETF (VT) stake by 2.7% in Q2 2026, selling an estimated $621K and leaving 146,597 shares worth $23M. The position accounts for 4.05% of the portfolio, ranked #7.

Weil Company first reported a position in VT in Q2 2024 and has held it in 9 quarters since. The position peaked at $26.6M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Weil Company held 146,597 shares of Vanguard Total World Stock ETF worth $23M as of Q2 2026.
Weil Company sold 4,067 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $621K.
Vanguard Total World Stock ETF made up 4.05% of Weil Company's portfolio in Q2 2026, its #7 holding.
Weil Company first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 9 quarters since.
Weil Company's Vanguard Total World Stock ETF position peaked at $26.6M in Q4 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Weil Company's 13F filing for Q2 2026, filed 5 Aug 2026.