Aviance Capital Partners
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Aviance Capital Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Aviance Capital Partners’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 		$260K Buy
1,645
+200
+14% +$31.7K 0.03% 339
2026
Q2 		$227K Buy
+1,445
New +$220K 0.02% 366
2025
Q2 		– Sell
-3,600
Closed -$417K – 357
2025
Q1 		$417K Buy
+3,600
New +$431K 0.06% 233

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Aviance Capital Partners's VT Position: Q3 2026 in Review

Aviance Capital Partners increased its Vanguard Total World Stock ETF (VT) stake by 14% in Q3 2026, buying an estimated $31.7K and bringing the position to 1,645 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #339.

Aviance Capital Partners first reported a position in VT in Q1 2025 and has held it in 3 quarters since. The position peaked at $417K in Q1 2025. 924 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Aviance Capital Partners held 1,645 shares of Vanguard Total World Stock ETF worth $260K as of Q3 2026.
  • Aviance Capital Partners bought 200 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $31.7K.
  • Vanguard Total World Stock ETF made up 0.03% of Aviance Capital Partners's portfolio in Q3 2026, its #339 holding.
  • Aviance Capital Partners first reported a position in Vanguard Total World Stock ETF in Q1 2025 and has held it in 3 quarters since.
  • Aviance Capital Partners's Vanguard Total World Stock ETF position peaked at $417K in Q1 2025.
  • 924 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Aviance Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.