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

Windward Private Wealth 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 		$1.53M Buy
9,750
+700
+8% +$107K 0.49% 23
2026
Q1 		$1.25M Buy
9,050
+68
+0.8% +$9.78K 0.43% 24
2025
Q4 		$1.27M Sell
8,982
-78
-0.9% -$10.9K 0.44% 24
2025
Q3 		$1.25M Buy
9,060
+23
+0.3% +$3.06K 0.43% 24
2025
Q2 		$1.16M Buy
9,037
+393
+5% +$47K 0.42% 25
2025
Q1 		$1M Buy
8,644
+558
+7% +$66.8K 0.39% 27
2024
Q4 		$950K Sell
8,086
-801
-9% -$96.1K 0.37% 28
2024
Q3 		$1.06M Sell
8,887
-875
-9% -$101K 0.41% 27
2024
Q2 		$1.1M Sell
9,762
-228
-2% -$25.1K 0.45% 26
2024
Q1 		$1.1M Sell
9,990
-1,278
-11% -$135K 0.45% 27
2023
Q4 		$1.16M Buy
11,268
+1,074
+11% +$103K 0.49% 27
2023
Q3 		$950K Buy
10,194
+898
+10% +$87.2K 0.43% 31
2023
Q2 		$902K Buy
9,296
+152
+2% +$14.2K 0.4% 31
2023
Q1 		$842K Buy
9,144
+850
+10% +$77K 0.36% 32
2022
Q4 		$715K Sell
8,294
-375
-4% -$32K 0.32% 32
2022
Q3 		$684K Sell
8,669
-204
-2% -$17.9K 0.33% 31
2022
Q2 		$757K Buy
8,873
+1,031
+13% +$95.3K 0.35% 31
2022
Q1 		$794K Buy
7,842
+2,262
+41% +$229K 0.33% 33
2021
Q4 		$599K Sell
5,580
-1,440
-21% -$153K 0.23% 33
2021
Q3 		$715K Buy
7,020
+345
+5% +$36.2K 0.29% 33
2021
Q2 		$692K Buy
6,675
+75
+1% +$7.65K 0.28% 33
2021
Q1 		$642K Sell
6,600
-386
-6% -$37.1K 0.28% 34
2020
Q4 		$647K Buy
+6,986
New +$606K 0.3% 32

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

Windward Private Wealth Management's VT Position: Q2 2026 in Review

Windward Private Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 7.7% in Q2 2026, buying an estimated $107K and bringing the position to 9,750 shares worth $1.53M. The position accounts for 0.49% of the portfolio, ranked #23.

Windward Private Wealth Management first reported a position in VT in Q4 2020 and has held it in 23 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Windward Private Wealth Management held 9,750 shares of Vanguard Total World Stock ETF worth $1.53M as of Q2 2026.
  • Windward Private Wealth Management bought 700 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $107K.
  • Vanguard Total World Stock ETF made up 0.49% of Windward Private Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Windward Private Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Windward Private Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.