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3Chopt Investment Partners’s Vanguard Total World Stock ETF VT Stock Holding History

3Chopt Investment Partners’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 		$219K Hold
1,398
– – 0.04% 235
2026
Q1 		$193K Buy
1,398
+549
+65% +$79K 0.04% 218
2025
Q4 		$120K Sell
849
-587
-41% -$82.1K 0.03% 218
2025
Q3 		$198K Buy
1,436
+1
+0.1% +$133 0.05% 215
2025
Q2 		$184K Sell
1,435
-75
-5% -$8.97K 0.04% 214
2025
Q1 		$175K Buy
+1,510
New +$181K 0.05% 207
2023
Q1 		– Sell
-1,501
Closed -$129K – 252
2022
Q4 		$129K Buy
+1,501
New +$128K 0.07% 150

Other funds holding VT

Envestnet Asset Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
B
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
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

3Chopt Investment Partners's VT Position: Q2 2026 in Review

3Chopt Investment Partners held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 1,398 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #235.

3Chopt Investment Partners first reported a position in VT in Q4 2022 and has held it in 7 quarters since. 867 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • 3Chopt Investment Partners held 1,398 shares of Vanguard Total World Stock ETF worth $219K as of Q2 2026.
  • 3Chopt Investment Partners left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.04% of 3Chopt Investment Partners's portfolio in Q2 2026, its #235 holding.
  • 3Chopt Investment Partners first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 7 quarters since.
  • 867 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.