1IA
VT icon

1620 Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

1620 Investment 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 		$785 Hold
5
– – ﹤0.01% 649
2026
Q1 		$692 Hold
5
– – ﹤0.01% 633
2025
Q4 		$705 Buy
+5
New +$699 ﹤0.01% 621

Other funds holding VT

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

1620 Investment Advisors's VT Position: Q2 2026 in Review

1620 Investment Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 5 shares worth $785. The position accounts for ﹤0.01% of the portfolio, ranked #649.

1620 Investment Advisors first reported a position in VT in Q4 2025 and has held it in 3 quarters since. 519 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • 1620 Investment Advisors held 5 shares of Vanguard Total World Stock ETF worth $785 as of Q2 2026.
  • 1620 Investment Advisors left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
  • Vanguard Total World Stock ETF made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #649 holding.
  • 1620 Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 519 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.