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

Atlas 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	$8.72M	Buy	55,587 +624	+1%	+$95.2K	0.95%	26
2026 Q1	$7.6M	Buy	54,963 +55	+0.1%	+$7.91K	0.87%	31
2025 Q4	$7.75M	Buy	+54,908	New	+$7.68M	0.86%	33
2025 Q2	$7.06M	Sell	54,897 -4,262	-7%	-$510K	0.86%	27
2025 Q1	$6.86M	Buy	59,159 +4,127	+7%	+$494K	0.86%	28
2024 Q4	$6.47M	Sell	55,032 -10,088	-15%	-$1.21M	0.82%	34
2024 Q3	$7.79M	Buy	65,120 +6,012	+10%	+$691K	1.19%	21
2024 Q2	$6.66M	Sell	59,108 -10,225	-15%	-$1.13M	0.86%	31
2024 Q1	$7.66M	Sell	69,333 -173,705	-71%	-$18.4M	1.2%	21
2023 Q4	$25M	Buy	243,038 +184,108	+312%	+$17.7M	3.62%	2
2023 Q3	$5.49M	Sell	58,930 -961	-2%	-$93.3K	0.9%	29
2023 Q2	$5.81M	Sell	59,891 -1,920	-3%	-$180K	0.88%	28
2023 Q1	$5.69M	Sell	61,811 -5,026	-8%	-$455K	0.9%	26
2022 Q4	$5.76M	Sell	66,837 -5,731	-8%	-$490K	0.97%	25
2022 Q3	$5.72M	Buy	72,568 +29,476	+68%	+$2.59M	1.04%	23
2022 Q2	$3.68M	Sell	43,092 -23,369	-35%	-$2.16M	0.62%	38
2022 Q1	$6.73M	Buy	66,461 +380	+0.6%	+$38.5K	1.05%	24
2021 Q4	$7.1M	Sell	66,081 -1,225	-2%	-$130K	1.06%	22
2021 Q3	$6.85M	Sell	67,306 -4,644	-6%	-$487K	1.1%	22
2021 Q2	$7.45M	Buy	71,950 +4,278	+6%	+$436K	1.25%	17
2021 Q1	$6.58M	Buy	67,672 +2,647	+4%	+$255K	1.28%	12
2020 Q4	$6.02M	Buy	65,025 +18,690	+40%	+$1.62M	1.27%	14
2020 Q3	$3.74M	Sell	46,335 -897	-2%	-$72K	0.88%	25
2020 Q2	$3.53M	Buy	47,232 +1,251	+3%	+$88.1K	0.83%	24
2020 Q1	$2.89M	Buy	45,981 +18,891	+70%	+$1.42M	0.86%	21
2019 Q4	$2.19M	Buy	27,090 +57	+0.2%	+$4.43K	0.55%	40
2019 Q3	$2.02M	Buy	27,033 +1,970	+8%	+$147K	0.61%	34
2019 Q2	$1.88M	Sell	25,063 -94	-0.4%	-$6.97K	0.62%	34
2019 Q1	$1.84M	Buy	25,157 +1,897	+8%	+$135K	0.66%	32
2018 Q4	$1.52M	Buy	23,260 +495	+2%	+$34.6K	0.61%	37
2018 Q3	$1.72M	Buy	22,765 +102	+0.5%	+$7.68K	0.58%	38
2018 Q2	$1.7M	Sell	22,663 -6,433	-22%	-$480K	0.6%	34
2018 Q1	$2.14M	Buy	+29,096	New	+$2.21M	0.66%	31

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

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

Atlas Capital Advisors increased its Vanguard Total World Stock ETF (VT) stake by 1.1% in Q2 2026, buying an estimated $95.2K and bringing the position to 55,587 shares worth $8.72M. The position accounts for 0.95% of the portfolio, ranked #26.

Atlas Capital Advisors first reported a position in VT in Q1 2018 and has held it in 33 quarters since. The position peaked at $25M in Q4 2023. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Atlas Capital Advisors held 55,587 shares of Vanguard Total World Stock ETF worth $8.72M as of Q2 2026.
Atlas Capital Advisors bought 624 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $95.2K.
Vanguard Total World Stock ETF made up 0.95% of Atlas Capital Advisors's portfolio in Q2 2026, its #26 holding.
Atlas Capital Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2018 and has held it in 33 quarters since.
Atlas Capital Advisors's Vanguard Total World Stock ETF position peaked at $25M in Q4 2023.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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