Attessa Capital’s Vanguard Total World Stock ETF VT Stock Holding History

Attessa Capital’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	$1.92M	Sell	12,263 -649	-5%	-$99K	0.86%	12
2026 Q1	$1.79M	Buy	12,912 +6,302	+95%	+$906K	0.97%	12
2025 Q4	$932K	Buy	6,610 +1,317	+25%	+$184K	0.51%	16
2025 Q3	$729K	Buy	5,293 +311	+6%	+$41.3K	0.43%	17
2025 Q2	$640K	Buy	4,982 +2,154	+76%	+$258K	0.41%	17
2025 Q1	$328K	Sell	2,828 -2,410	-46%	-$288K	0.21%	31
2024 Q4	$615K	Buy	+5,238	New	+$629K	0.42%	22

Other funds holding VT

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Attessa Capital's VT Position: Q2 2026 in Review

Attessa Capital reduced its Vanguard Total World Stock ETF (VT) stake by 5% in Q2 2026, selling an estimated $99K and leaving 12,263 shares worth $1.92M. The position accounts for 0.86% of the portfolio, ranked #12.

Attessa Capital first reported a position in VT in Q4 2024 and has held it in 7 quarters since. 631 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Attessa Capital held 12,263 shares of Vanguard Total World Stock ETF worth $1.92M as of Q2 2026.
Attessa Capital sold 649 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $99K.
Vanguard Total World Stock ETF made up 0.86% of Attessa Capital's portfolio in Q2 2026, its #12 holding.
Attessa Capital first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
631 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Attessa Capital's 13F filing for Q2 2026, filed 8 Jul 2026.