Annis Gardner Whiting Capital Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Annis Gardner Whiting Capital 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	$2.77M	Sell	17,676 -128	-0.7%	-$19.5K	0.42%	42
2026 Q1	$2.46M	Buy	17,804 +891	+5%	+$128K	0.39%	39
2025 Q4	$2.39M	Buy	16,913 +121	+0.7%	+$16.9K	0.45%	33
2025 Q3	$2.31M	Sell	16,792 -419	-2%	-$55.7K	0.48%	33
2025 Q2	$2.21M	Buy	17,211 +689	+4%	+$82.4K	0.77%	20
2025 Q1	$1.92M	Sell	16,522 -1,697	-9%	-$203K	0.81%	21
2024 Q4	$2.14M	Buy	18,219 +1,646	+10%	+$198K	0.6%	24
2024 Q3	$1.98M	Sell	16,573 -162	-1%	-$18.6K	0.56%	27
2024 Q2	$1.88M	Sell	16,735 -570	-3%	-$62.9K	0.54%	26
2024 Q1	$1.91M	Sell	17,305 -282	-2%	-$29.8K	0.68%	18
2023 Q4	$1.81M	Sell	17,587 -566	-3%	-$54.5K	0.8%	16
2023 Q3	$1.69M	Buy	+18,153	New	+$1.76M	0.9%	15

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's VT Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 0.72% in Q2 2026, selling an estimated $19.5K and leaving 17,676 shares worth $2.77M. The position accounts for 0.42% of the portfolio, ranked #42.

Annis Gardner Whiting Capital Advisors first reported a position in VT in Q3 2023 and has held it in 12 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 17,676 shares of Vanguard Total World Stock ETF worth $2.77M as of Q2 2026.
Annis Gardner Whiting Capital Advisors sold 128 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $19.5K.
Vanguard Total World Stock ETF made up 0.42% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #42 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2023 and has held it in 12 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.