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Atlantic Private Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Atlantic Private Wealth’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
-2,371
Closed -$71K – 318
2026
Q1 		$71K Buy
2,371
+122
+5% +$17.5K 0.05% 109
2025
Q4 		$68.6K Buy
2,249
+702
+45% +$98.1K 0.04% 102
2025
Q3 		$45.7K Buy
1,547
+158
+11% +$21K 0.03% 107
2025
Q2 		$38.2K Buy
1,389
+68
+5% +$8.13K 0.03% 117
2025
Q1 		$32.6K Buy
1,321
+80
+6% +$9.57K 0.02% 133
2024
Q4 		$31K Buy
1,241
+50
+4% +$6K 0.02% 114
2024
Q3 		$30.1K Buy
1,191
+182
+18% +$20.9K 0.02% 109
2024
Q2 		$23.9K Buy
1,009
+76
+8% +$8.38K 0.02% 74
2024
Q1 		$21.6K Buy
933
+93
+11% +$9.83K 0.02% 78
2023
Q4 		$18K Buy
+840
New +$80.8K 0.02% 78

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

Atlantic Private Wealth's VT Position: Q2 2026 in Review

Atlantic Private Wealth sold out of Vanguard Total World Stock ETF (VT) in Q2 2026, closing a stake of 2,371 shares — an estimated $71K sold.

Atlantic Private Wealth first reported a position in VT in Q4 2023 and held it in 10 quarters. The position peaked at $71K in Q1 2026. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Atlantic Private Wealth reported no remaining Vanguard Total World Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Atlantic Private Wealth sold 2,371 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $71K.
  • Atlantic Private Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2023 and held it in 10 quarters.
  • Atlantic Private Wealth's Vanguard Total World Stock ETF position peaked at $71K in Q1 2026.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.