Wolff Wiese Magana’s Vanguard Total World Stock ETF VT Stock Holding History

Wolff Wiese Magana’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	$58.1K	Hold	370	–	–	0.03%	225
2026 Q1	$51.2K	Hold	370	–	–	0.03%	210
2025 Q4	$52.2K	Hold	370	–	–	0.03%	200
2025 Q3	$51K	Hold	370	–	–	0.03%	215
2025 Q2	$47.6K	Hold	370	–	–	0.03%	206
2025 Q1	$42.9K	Hold	370	–	–	0.03%	205
2024 Q4	$43.5K	Hold	370	–	–	0.03%	206
2024 Q3	$44.3K	Hold	370	–	–	0.03%	200
2024 Q2	$41.7K	Hold	370	–	–	0.03%	181
2024 Q1	$40.9K	Hold	370	–	–	0.04%	163
2023 Q4	$38.1K	Hold	370	–	–	0.04%	163
2023 Q3	$34.5K	Hold	370	–	–	0.03%	220
2023 Q2	$35.9K	Hold	370	–	–	0.03%	221
2023 Q1	$34.1K	Hold	370	–	–	0.03%	219
2022 Q4	$31.9K	Hold	370	–	–	0.03%	222
2022 Q3	$29K	Hold	370	–	–	0.02%	327
2022 Q2	$32K	Hold	370	–	–	0.02%	323
2022 Q1	$37K	Hold	370	–	–	0.02%	322
2021 Q4	$40K	Hold	370	–	–	0.03%	312
2021 Q3	$38K	Hold	370	–	–	0.03%	320
2021 Q2	$38K	Hold	370	–	–	0.03%	318
2021 Q1	$36K	Hold	370	–	–	0.03%	323
2020 Q4	$34K	Buy	+370	New	+$32.1K	0.03%	314

Other funds holding VT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Wolff Wiese Magana's VT Position: Q2 2026 in Review

Wolff Wiese Magana held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 370 shares worth $58.1K. The position accounts for 0.03% of the portfolio, ranked #225.

Wolff Wiese Magana first reported a position in VT in Q4 2020 and has held it in 23 quarters since. 867 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Wolff Wiese Magana held 370 shares of Vanguard Total World Stock ETF worth $58.1K as of Q2 2026.
Wolff Wiese Magana left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.03% of Wolff Wiese Magana's portfolio in Q2 2026, its #225 holding.
Wolff Wiese Magana first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 23 quarters since.
867 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.