WIM
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Westside Investment Management’s Vanguard Total World Stock ETF VT Stock Holding History

Westside Investment 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 		$94.2K Hold
600
– – 0.01% 443
2026
Q1 		$83K Sell
600
-30
-5% -$4.32K 0.01% 447
2025
Q4 		$89K Hold
630
– – 0.01% 414
2025
Q3 		$86.9K Hold
630
– – 0.01% 415
2025
Q2 		$81.1K Hold
630
– – 0.02% 373
2025
Q1 		$73.1K Buy
630
+13
+2% +$1.56K 0.02% 352
2024
Q4 		$72.6K Buy
617
+17
+3% +$2.04K 0.02% 350
2024
Q3 		$71.8K Hold
600
– – 0.02% 354
2024
Q2 		$67.6K Hold
600
– – 0.02% 347
2024
Q1 		$66.3K Buy
600
+250
+71% +$26.4K 0.02% 343
2023
Q4 		$36K Hold
350
– – 0.01% 404
2023
Q3 		$32.6K Hold
350
– – 0.01% 407
2023
Q2 		$33.9K Hold
350
– – 0.01% 413
2023
Q1 		$32.2K Hold
350
– – 0.01% 419
2022
Q4 		$30 Hold
350
– – ﹤0.01% 474
2022
Q3 		$27 Buy
350
+175
+100% +$15.4K ﹤0.01% 477
2022
Q2 		$14 Buy
+175
New +$16.2K ﹤0.01% 556
2019
Q2 		$20K Buy
+276
New +$20.5K 0.01% 382
2018
Q4 		$18.1K Buy
+276
New +$19.3K 0.01% 387
2018
Q3 		– Sell
-276
Closed -$20.2K – 818
2018
Q2 		$20.2K Buy
276
+86
+45% +$6.41K 0.01% 408
2018
Q1 		$13.7K Hold
190
– – 0.01% 466
2017
Q4 		$14.5K Buy
190
+67
+54% +$4.87K 0.01% 483
2017
Q3 		$8.76K Buy
+123
New +$8.53K 0.01% 580

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Westside Investment Management's VT Position: Q2 2026 in Review

Westside Investment Management held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 600 shares worth $94.2K. The position accounts for 0.01% of the portfolio, ranked #443.

Westside Investment Management first reported a position in VT in Q3 2017 and has held it in 23 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Westside Investment Management held 600 shares of Vanguard Total World Stock ETF worth $94.2K as of Q2 2026.
  • Westside Investment Management left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #443 holding.
  • Westside Investment Management first reported a position in Vanguard Total World Stock ETF in Q3 2017 and has held it in 23 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.