Westmount Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Westmount Partners’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	$9.27M	Buy	59,056 +3,246	+6%	+$495K	2.03%	9
2026 Q1	$7.72M	Buy	55,810 +1,280	+2%	+$184K	1.9%	11
2025 Q4	$7.69M	Buy	54,530 +779	+1%	+$109K	1.92%	12
2025 Q3	$7.45M	Buy	53,751 +1,752	+3%	+$233K	1.92%	11
2025 Q2	$6.68M	Buy	51,999 +3,153	+6%	+$377K	1.84%	12
2025 Q1	$5.66M	Buy	48,846 +2,384	+5%	+$285K	1.73%	11
2024 Q4	$5.46M	Buy	46,462 +1,312	+3%	+$157K	1.66%	12
2024 Q3	$5.4M	Buy	45,150 +2,030	+5%	+$233K	1.63%	13
2024 Q2	$4.86M	Buy	43,120 +4,010	+10%	+$442K	1.61%	13
2024 Q1	$4.32M	Buy	39,110 +2,158	+6%	+$228K	1.55%	13
2023 Q4	$3.8M	Buy	36,952 +2,209	+6%	+$213K	1.55%	11
2023 Q3	$3.24M	Buy	34,743 +3,246	+10%	+$315K	1.43%	12
2023 Q2	$3.05M	Buy	31,497 +1,868	+6%	+$175K	1.33%	15
2023 Q1	$2.73M	Buy	29,629 +2,956	+11%	+$268K	1.26%	14
2022 Q4	$2.3M	Buy	+26,673	New	+$2.28M	1.19%	19

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

Westmount Partners's VT Position: Q2 2026 in Review

Westmount Partners increased its Vanguard Total World Stock ETF (VT) stake by 5.8% in Q2 2026, buying an estimated $495K and bringing the position to 59,056 shares worth $9.27M. The position accounts for 2.03% of the portfolio, ranked #9.

Westmount Partners first reported a position in VT in Q4 2022 and has held it in 15 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Westmount Partners held 59,056 shares of Vanguard Total World Stock ETF worth $9.27M as of Q2 2026.
Westmount Partners bought 3,246 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $495K.
Vanguard Total World Stock ETF made up 2.03% of Westmount Partners's portfolio in Q2 2026, its #9 holding.
Westmount Partners first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 15 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.