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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Western Wealth Management's VT Position: Q1 2026 in Review

Western Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 65% in Q1 2026, buying an estimated $246K and bringing the position to 4,352 shares worth $602K. The position accounts for 0.02% of the portfolio, ranked #587.

Western Wealth Management first reported a position in VT in Q2 2021 and has held it in 7 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Western Wealth Management held 4,352 shares of Vanguard Total World Stock ETF worth $602K as of Q1 2026.
  • Western Wealth Management bought 1,707 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $246K.
  • Vanguard Total World Stock ETF made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #587 holding.
  • Western Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2021 and has held it in 7 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.