Avidian Wealth Enterprises’s Vanguard Total World Stock ETF VT Stock Holding History

Avidian Wealth Enterprises’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	$734K	Buy	4,676 +65	+1%	+$9.92K	0.02%	393
2026 Q1	$638K	Hold	4,611	–	–	0.02%	390
2025 Q4	$650K	Hold	4,611	–	–	0.02%	311
2025 Q3	$635K	Buy	4,611 +182	+4%	+$24.2K	0.02%	313
2025 Q2	$569K	Hold	4,429	–	–	0.02%	306
2025 Q1	$514K	Sell	4,429 -4	-0.1%	-$479	0.02%	305
2024 Q4	$521K	Hold	4,433	–	–	0.02%	288
2024 Q3	$531K	Sell	4,433 -8	-0.2%	-$920	0.02%	289
2024 Q2	$500K	Buy	4,441 +8	+0.2%	+$882	0.02%	294
2024 Q1	$490K	Hold	4,433	–	–	0.02%	271
2023 Q4	$456K	Sell	4,433 -5,169	-54%	-$497K	0.03%	278
2023 Q3	$895K	Buy	+9,602	New	+$932K	0.06%	175

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

Avidian Wealth Enterprises's VT Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Total World Stock ETF (VT) stake by 1.4% in Q2 2026, buying an estimated $9.92K and bringing the position to 4,676 shares worth $734K. The position accounts for 0.02% of the portfolio, ranked #393.

Avidian Wealth Enterprises first reported a position in VT in Q3 2023 and has held it in 12 quarters since. The position peaked at $895K in Q3 2023. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Avidian Wealth Enterprises held 4,676 shares of Vanguard Total World Stock ETF worth $734K as of Q2 2026.
Avidian Wealth Enterprises bought 65 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $9.92K.
Vanguard Total World Stock ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #393 holding.
Avidian Wealth Enterprises first reported a position in Vanguard Total World Stock ETF in Q3 2023 and has held it in 12 quarters since.
Avidian Wealth Enterprises's Vanguard Total World Stock ETF position peaked at $895K in Q3 2023.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.