Atomi Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History

Atomi Financial Group’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	$1.59M	Buy	10,148 +1,265	+14%	+$193K	0.04%	329
2026 Q1	$1.23M	Buy	8,883 +56	+0.6%	+$8.05K	0.04%	369
2025 Q4	$1.25M	Buy	8,827 +521	+6%	+$72.8K	0.04%	347
2025 Q3	$1.14M	Buy	8,306 +5,008	+152%	+$666K	0.04%	335
2025 Q2	$424K	Buy	+3,298	New	+$394K	0.02%	661
2025 Q1	–	Sell	-2,691	Closed	-$316K	–	1122
2024 Q4	$316K	Buy	2,691 +480	+22%	+$57.6K	0.02%	697
2024 Q3	$265K	Buy	+2,211	New	+$254K	0.02%	727

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

Atomi Financial Group's VT Position: Q2 2026 in Review

Atomi Financial Group increased its Vanguard Total World Stock ETF (VT) stake by 14% in Q2 2026, buying an estimated $193K and bringing the position to 10,148 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #329.

Atomi Financial Group first reported a position in VT in Q3 2024 and has held it in 7 quarters since. 1,319 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Atomi Financial Group held 10,148 shares of Vanguard Total World Stock ETF worth $1.59M as of Q2 2026.
Atomi Financial Group bought 1,265 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $193K.
Vanguard Total World Stock ETF made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #329 holding.
Atomi Financial Group first reported a position in Vanguard Total World Stock ETF in Q3 2024 and has held it in 7 quarters since.
1,319 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.