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Addis & Hill’s Vanguard Total World Stock ETF VT Stock Holding History

Addis & Hill’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
Q3 		$529K Hold
3,368
– – 0.29% 24
2026
Q2 		$529K Sell
3,368
-40
-1% -$6.1K 0.29% 24
2026
Q1 		$471K Sell
3,408
-136
-4% -$19.6K 0.29% 23
2025
Q4 		$500K Hold
3,544
– – 0.3% 22
2025
Q3 		$491K Hold
3,544
– – 0.3% 22
2025
Q2 		$455K Sell
3,544
-917
-21% -$110K 0.3% 23
2025
Q1 		$517K Sell
4,461
-261
-6% -$31.2K 0.36% 23
2024
Q4 		$555K Sell
4,722
-164
-3% -$19.7K 0.41% 21
2024
Q3 		$585K Sell
4,886
-149
-3% -$17.1K 0.45% 23
2024
Q2 		$571K Hold
5,035
– – 0.48% 19
2024
Q1 		$553K Hold
5,035
– – 0.47% 21
2023
Q4 		$547K Buy
+5,035
New +$485K 0.49% 17

Other funds holding VT

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Addis & Hill's VT Position: Q3 2026 in Review

Addis & Hill held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 3,368 shares worth $529K. The position accounts for 0.29% of the portfolio, ranked #24.

Addis & Hill first reported a position in VT in Q4 2023 and has held it in 12 quarters since. The position peaked at $585K in Q3 2024. 277 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Addis & Hill held 3,368 shares of Vanguard Total World Stock ETF worth $529K as of Q3 2026.
  • Addis & Hill left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
  • Vanguard Total World Stock ETF made up 0.29% of Addis & Hill's portfolio in Q3 2026, its #24 holding.
  • Addis & Hill first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 12 quarters since.
  • Addis & Hill's Vanguard Total World Stock ETF position peaked at $585K in Q3 2024.
  • 277 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Addis & Hill's 13F filing for Q3 2026, filed 19 Oct 2026.