WAG
VT icon

Wiser Advisor Group’s Vanguard Total World Stock ETF VT Stock Holding History

Wiser Advisor Group’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 		$21.2K Hold
135
– – 0.02% 135
2026
Q1 		$18.6K Sell
135
-12
-8% -$1.73K 0.02% 137
2025
Q4 		$20.7K Hold
147
– – 0.02% 133
2025
Q3 		$20.3K Buy
+147
New +$19.5K 0.03% 139
2025
Q2 		– Sell
-81
Closed -$9.39K – 249
2025
Q1 		$9.39K Hold
81
– – 0.01% 181
2024
Q4 		$9.52K Hold
81
– – 0.01% 183
2024
Q3 		$9.7K Hold
81
– – 0.01% 188
2024
Q2 		$9.12K Hold
81
– – 0.01% 197
2024
Q1 		$8.95K Buy
81
+22
+37% +$2.33K 0.01% 193
2023
Q4 		$6.07K Buy
+59
New +$5.68K 0.01% 210

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

Wiser Advisor Group's VT Position: Q2 2026 in Review

Wiser Advisor Group held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 135 shares worth $21.2K. The position accounts for 0.02% of the portfolio, ranked #135.

Wiser Advisor Group first reported a position in VT in Q4 2023 and has held it in 10 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Wiser Advisor Group held 135 shares of Vanguard Total World Stock ETF worth $21.2K as of Q2 2026.
  • Wiser Advisor Group left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.02% of Wiser Advisor Group's portfolio in Q2 2026, its #135 holding.
  • Wiser Advisor Group first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.