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

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Topor & Co Korea Seoul $127M AUM

GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return