Western Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Western 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 Q2	$655K	Sell	4,175 -177	-4%	-$27K	0.02%	605
2026 Q1	$602K	Buy	4,352 +1,707	+65%	+$246K	0.02%	587
2025 Q4	$373K	Sell	2,645 -68	-3%	-$9.51K	0.02%	597
2025 Q3	$374K	Sell	2,713 -191	-7%	-$25.4K	0.02%	529
2025 Q2	$373K	Buy	+2,904	New	+$347K	0.02%	498
2022 Q3	–	Sell	-2,368	Closed	-$202K	–	850
2022 Q2	$202K	Hold	2,368	–	–	0.01%	739
2022 Q1	$240K	Buy	+2,368	New	+$240K	0.01%	744
2021 Q2	$227K	Buy	+2,176	New	+$222K	0.02%	569

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

Western Wealth Management's VT Position: Q2 2026 in Review

Western Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 4.1% in Q2 2026, selling an estimated $27K and leaving 4,175 shares worth $655K. The position accounts for 0.02% of the portfolio, ranked #605.

Western Wealth Management first reported a position in VT in Q2 2021 and has held it in 8 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Western Wealth Management held 4,175 shares of Vanguard Total World Stock ETF worth $655K as of Q2 2026.
Western Wealth Management sold 177 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $27K.
Vanguard Total World Stock ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #605 holding.
Western Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2021 and has held it in 8 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.