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 Q3	$1.73M	Sell	10,929 -1,334	-11%	-$212K	0.74%	12
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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Attessa Capital's VT Position: Q3 2026 in Review

Attessa Capital reduced its Vanguard Total World Stock ETF (VT) stake by 11% in Q3 2026, selling an estimated $212K and leaving 10,929 shares worth $1.73M. The position accounts for 0.74% of the portfolio, ranked #12.

Attessa Capital first reported a position in VT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.92M in Q2 2026. 785 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Attessa Capital held 10,929 shares of Vanguard Total World Stock ETF worth $1.73M as of Q3 2026.
Attessa Capital sold 1,334 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $212K.
Vanguard Total World Stock ETF made up 0.74% of Attessa Capital's portfolio in Q3 2026, its #12 holding.
Attessa Capital first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 8 quarters since.
Attessa Capital's Vanguard Total World Stock ETF position peaked at $1.92M in Q2 2026.
785 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Attessa Capital's 13F filing for Q3 2026, filed 9 Oct 2026.