Whipplewood Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Whipplewood Advisors’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	$2.73M	Sell	17,407 -834	-5%	-$127K	1.84%	12
2026 Q1	$2.52M	Sell	18,241 -6,348	-26%	-$913K	1.31%	15
2025 Q4	$3.47M	Sell	24,589 -216	-0.9%	-$30.2K	2.23%	8
2025 Q3	$3.42M	Sell	24,805 -3,014	-11%	-$401K	2.25%	8
2025 Q2	$3.58M	Buy	27,819 +21,163	+318%	+$2.53M	1.96%	7
2025 Q1	$3.14M	Sell	6,656 -19,702	-75%	-$2.36M	1.86%	7
2024 Q4	$3.1M	Buy	+26,358	New	+$3.16M	1.76%	7

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

Whipplewood Advisors's VT Position: Q2 2026 in Review

Whipplewood Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 4.6% in Q2 2026, selling an estimated $127K and leaving 17,407 shares worth $2.73M. The position accounts for 1.84% of the portfolio, ranked #12.

Whipplewood Advisors first reported a position in VT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.58M in Q2 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Whipplewood Advisors held 17,407 shares of Vanguard Total World Stock ETF worth $2.73M as of Q2 2026.
Whipplewood Advisors sold 834 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $127K.
Vanguard Total World Stock ETF made up 1.84% of Whipplewood Advisors's portfolio in Q2 2026, its #12 holding.
Whipplewood Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's Vanguard Total World Stock ETF position peaked at $3.58M in Q2 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.