Amplius Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Amplius Wealth 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	–	Sell	-2,101	Closed	-$291K	–	217
2026 Q1	$291K	Hold	2,101	–	–	0.02%	146
2025 Q4	$296K	Sell	2,101 -58	-3%	-$8.11K	0.02%	142
2025 Q3	$298K	Sell	2,159 -2,712	-56%	-$360K	0.03%	139
2025 Q2	$626K	Buy	+4,871	New	+$583K	0.06%	102
2022 Q1	–	Sell	-508	Closed	-$54K	–	901
2021 Q4	$54K	Buy	+508	New	+$54K	0.01%	321

Other funds holding VT

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

TCK

Topor & Co Korea Seoul $127M AUM

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Amplius Wealth Advisors's VT Position: Q2 2026 in Review

Amplius Wealth Advisors sold out of Vanguard Total World Stock ETF (VT) in Q2 2026, closing a stake of 2,101 shares — an estimated $291K sold.

Amplius Wealth Advisors first reported a position in VT in Q4 2021 and held it in 5 quarters. The position peaked at $626K in Q2 2025. 433 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Amplius Wealth Advisors reported no remaining Vanguard Total World Stock ETF position as of Q2 2026 after selling out during the quarter.
Amplius Wealth Advisors sold 2,101 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $291K.
Amplius Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2021 and held it in 5 quarters.
Amplius Wealth Advisors's Vanguard Total World Stock ETF position peaked at $626K in Q2 2025.
433 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.