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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
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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Addis & Hill's VT Position: Q2 2026 in Review

Addis & Hill reduced its Vanguard Total World Stock ETF (VT) stake by 1.2% in Q2 2026, selling an estimated $6.1K and leaving 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 11 quarters since. The position peaked at $585K in Q3 2024. 234 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Addis & Hill held 3,368 shares of Vanguard Total World Stock ETF worth $529K as of Q2 2026.
  • Addis & Hill sold 40 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $6.1K.
  • Vanguard Total World Stock ETF made up 0.29% of Addis & Hill's portfolio in Q2 2026, its #24 holding.
  • Addis & Hill first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • Addis & Hill's Vanguard Total World Stock ETF position peaked at $585K in Q3 2024.
  • 234 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Addis & Hill's 13F filing for Q2 2026, filed 7 Jul 2026.