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Advance Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

Advance Capital Management’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 		$257K Sell
1,635
-387
-19% -$59K 0.01% 167
2026
Q1 		$280K Sell
2,022
-657
-25% -$94.5K 0.01% 144
2025
Q4 		$378K Sell
2,679
-691
-21% -$96.6K 0.02% 124
2025
Q3 		$464K Buy
3,370
+221
+7% +$29.4K 0.02% 107
2025
Q2 		$405K Buy
3,149
+1
+0% +$120 0.02% 110
2025
Q1 		$365K Buy
3,148
+10
+0.3% +$1.2K 0.02% 112
2024
Q4 		$369K Buy
3,138
+41
+1% +$4.92K 0.02% 105
2024
Q3 		$371K Hold
3,097
– – 0.02% 106
2024
Q2 		$349K Hold
3,097
– – 0.02% 105
2024
Q1 		$342K Hold
3,097
– – 0.02% 107
2023
Q4 		$319K Sell
3,097
-81
-3% -$7.79K 0.03% 90
2023
Q3 		$296K Hold
3,178
– – 0.03% 91
2023
Q2 		$308K Sell
3,178
-837
-21% -$78.5K 0.04% 89
2023
Q1 		$370K Sell
4,015
-437
-10% -$39.6K 0.07% 70
2022
Q4 		$384K Buy
4,452
+1
+0% +$85 0.05% 64
2022
Q3 		$351K Hold
4,451
– – 0.04% 59
2022
Q2 		$380K Sell
4,451
-9
-0.2% -$832 0.05% 55
2022
Q1 		$452K Buy
4,460
+9
+0.2% +$912 0.05% 51
2021
Q4 		$478K Buy
+4,451
New +$473K 0.1% 47

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Advance Capital Management's VT Position: Q2 2026 in Review

Advance Capital Management reduced its Vanguard Total World Stock ETF (VT) stake by 19% in Q2 2026, selling an estimated $59K and leaving 1,635 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #167.

Advance Capital Management first reported a position in VT in Q4 2021 and has held it in 19 quarters since. The position peaked at $478K in Q4 2021. 1,319 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Advance Capital Management held 1,635 shares of Vanguard Total World Stock ETF worth $257K as of Q2 2026.
  • Advance Capital Management sold 387 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $59K.
  • Vanguard Total World Stock ETF made up 0.01% of Advance Capital Management's portfolio in Q2 2026, its #167 holding.
  • Advance Capital Management first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • Advance Capital Management's Vanguard Total World Stock ETF position peaked at $478K in Q4 2021.
  • 1,319 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.