West Family Investments’s Vanguard Total World Stock ETF VT Stock Holding History

West Family Investments’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	–	Sell	-18,570	Closed	-$2.68M	–	491
2026 Q1	$2.68M	Hold	18,570	–	–	0.94%	16
2025 Q4	$2.73M	Sell	18,570 -718	-4%	-$100K	0.64%	25
2025 Q3	$2.77M	Sell	19,288 -2	-0%	-$266	0.62%	26
2025 Q2	$2.58M	Hold	19,290	–	–	0.67%	22
2025 Q1	$2.33M	Sell	19,290 -776	-4%	-$92.9K	0.88%	18
2024 Q4	$2.36M	Sell	20,066 -786	-4%	-$94.3K	0.82%	21
2024 Q3	$2.59M	Sell	20,852 -9	-0%	-$1.03K	0.88%	16
2024 Q2	$2.44M	Sell	20,861 -4	-0%	-$441	0.73%	32
2024 Q1	$2.39M	Sell	20,865 -10	-0%	-$1.06K	0.74%	33
2023 Q4	$2.23M	Sell	20,875 -371	-2%	-$35.7K	0.75%	31
2023 Q3	$2.05M	Buy	+21,246	New	+$2.06M	0.72%	31
2023 Q2	–	Sell	-21,248	Closed	-$2.03M	–	272
2023 Q1	$2.03M	Hold	21,248	–	–	0.8%	30
2022 Q4	$1.9M	Buy	+21,248	New	+$1.82M	0.65%	30
2022 Q1	–	Sell	-14,423	Closed	-$1.55M	–	352
2021 Q4	$1.55M	Sell	14,423 -723	-5%	-$76.8K	0.42%	42
2021 Q3	$1.54M	Buy	+15,146	New	+$1.59M	0.4%	43

Other funds holding VT

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

West Family Investments's VT Position: Q2 2026 in Review

West Family Investments sold out of Vanguard Total World Stock ETF (VT) in Q2 2026, closing a stake of 18,570 shares — an estimated $2.68M sold.

West Family Investments first reported a position in VT in Q3 2021 and held it in 15 quarters. The position peaked at $2.77M in Q3 2025. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

West Family Investments reported no remaining Vanguard Total World Stock ETF position as of Q2 2026 after selling out during the quarter.
West Family Investments sold 18,570 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $2.68M.
West Family Investments first reported a position in Vanguard Total World Stock ETF in Q3 2021 and held it in 15 quarters.
West Family Investments's Vanguard Total World Stock ETF position peaked at $2.77M in Q3 2025.
1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.