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Aptus Capital Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Aptus 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 		$591K Buy
3,766
+846
+29% +$129K ﹤0.01% 743
2026
Q1 		$404K Buy
2,920
+2,214
+314% +$318K ﹤0.01% 783
2025
Q4 		$99.6K Sell
706
-135
-16% -$18.9K ﹤0.01% 1181
2025
Q3 		$116K Buy
841
+183
+28% +$24.3K ﹤0.01% 1091
2025
Q2 		$84.6K Buy
658
+30
+5% +$3.59K ﹤0.01% 1107
2025
Q1 		$72.9K Buy
628
+164
+35% +$19.6K ﹤0.01% 1059
2024
Q4 		$54.6K Buy
464
+80
+21% +$9.6K ﹤0.01% 1093
2024
Q3 		$46K Sell
384
-231
-38% -$26.6K ﹤0.01% 944
2024
Q2 		$69.3K Sell
615
-26
-4% -$2.87K ﹤0.01% 862
2024
Q1 		$70.8K Buy
641
+605
+1,681% +$64K ﹤0.01% 860
2023
Q4 		$3.7K Sell
36
-1,052
-97% -$101K ﹤0.01% 844
2023
Q3 		$101K Buy
+1,088
New +$106K ﹤0.01% 620
2022
Q1 		– Sell
-500
Closed -$54K – 734
2021
Q4 		$54K Hold
500
– – ﹤0.01% 424
2021
Q3 		$51K Sell
500
-1,080
-68% -$113K ﹤0.01% 411
2021
Q2 		$164K Buy
1,580
+5
+0.3% +$510 ﹤0.01% 370
2021
Q1 		$153K Buy
1,575
+3
+0.2% +$288 0.01% 348
2020
Q4 		$145K Buy
+1,572
New +$136K 0.01% 319

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

Aptus Capital Advisors's VT Position: Q2 2026 in Review

Aptus Capital Advisors increased its Vanguard Total World Stock ETF (VT) stake by 29% in Q2 2026, buying an estimated $129K and bringing the position to 3,766 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Aptus Capital Advisors first reported a position in VT in Q4 2020 and has held it in 17 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Aptus Capital Advisors held 3,766 shares of Vanguard Total World Stock ETF worth $591K as of Q2 2026.
  • Aptus Capital Advisors bought 846 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $129K.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #743 holding.
  • Aptus Capital Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 17 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.