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Avior Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Avior Wealth Management’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 		$1.13M Sell
7,169
-476
-6% -$72.6K 0.03% 336
2026
Q1 		$1.06M Buy
7,645
+14
+0.2% +$2.01K 0.03% 341
2025
Q4 		$1.08M Sell
7,631
-40
-0.5% -$5.59K 0.03% 298
2025
Q3 		$1.06M Buy
7,671
+145
+2% +$19.3K 0.03% 287
2025
Q2 		$967K Sell
7,526
-671
-8% -$80.3K 0.03% 287
2025
Q1 		$950K Sell
8,197
-1
-0% -$120 0.04% 273
2024
Q4 		$963K Buy
8,198
+12
+0.1% +$1.44K 0.04% 295
2024
Q3 		$980K Sell
8,186
-1,567
-16% -$180K 0.04% 290
2024
Q2 		$1.1M Sell
9,753
-942
-9% -$104K 0.05% 254
2024
Q1 		$1.18M Buy
10,695
+8,140
+319% +$861K 0.05% 251
2023
Q4 		$263K Buy
2,555
+21
+0.8% +$2.02K 0.02% 474
2023
Q3 		$236K Buy
2,534
+6
+0.2% +$582 0.02% 491
2023
Q2 		$245K Buy
2,528
+8
+0.3% +$750 0.02% 486
2023
Q1 		$232K Buy
2,520
+4
+0.2% +$362 0.02% 502
2022
Q4 		$217K Sell
2,516
-6
-0.2% -$513 0.02% 455
2022
Q3 		$198K Buy
2,522
+7
+0.3% +$615 0.02% 454
2022
Q2 		$214K Buy
2,515
+9
+0.4% +$832 0.02% 412
2022
Q1 		$253K Sell
2,506
-121
-5% -$12.3K 0.02% 404
2021
Q4 		$282K Sell
2,627
-191
-7% -$20.3K 0.02% 395
2021
Q3 		$286K Buy
2,818
+113
+4% +$11.8K 0.02% 385
2021
Q2 		$283K Buy
2,705
+62
+2% +$6.32K 0.03% 374
2021
Q1 		$257K Buy
2,643
+47
+2% +$4.52K 0.03% 381
2020
Q4 		$240K Sell
2,596
-15
-0.6% -$1.3K 0.03% 362
2020
Q3 		$210K Buy
2,611
+58
+2% +$4.66K 0.03% 366
2020
Q2 		$191K Buy
2,553
+60
+2% +$4.23K 0.03% 387
2020
Q1 		$156K Sell
2,493
-242
-9% -$18.2K 0.03% 377
2019
Q4 		$221K Buy
2,735
+194
+8% +$15.1K 0.04% 363
2019
Q3 		$190K Sell
2,541
-49
-2% -$3.66K 0.03% 366
2019
Q2 		$195K Buy
2,590
+9
+0.3% +$667 0.04% 360
2019
Q1 		$188K Buy
2,581
+5
+0.2% +$355 0.04% 349
2018
Q4 		$168K Sell
2,576
-18
-0.7% -$1.26K 0.04% 347
2018
Q3 		$197K Hold
2,594
– – 0.04% 345
2018
Q2 		$190K Buy
2,594
+13
+0.5% +$970 0.04% 339
2018
Q1 		$190K Hold
2,581
– – 0.04% 328
2017
Q4 		$192K Sell
2,581
-67
-3% -$4.87K 0.04% 340
2017
Q3 		$187K Sell
2,648
-218
-8% -$15.1K 0.06% 141
2017
Q2 		$194K Buy
2,866
+10
+0.4% +$669 0.08% 118
2017
Q1 		$186K Sell
2,856
-36
-1% -$2.3K 0.06% 151
2016
Q4 		$176K Sell
2,892
-59
-2% -$3.56K 0.07% 142
2016
Q3 		$180K Buy
2,951
+488
+20% +$29.4K 0.07% 141
2016
Q2 		$143K Buy
2,463
+32
+1% +$1.86K 0.06% 139
2016
Q1 		$140K Buy
2,431
+2,423
+30,288% +$132K 0.06% 137
2015
Q4 		$0 Buy
+8
New +$469 ﹤0.01% 474

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Avior Wealth Management's VT Position: Q2 2026 in Review

Avior Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 6.2% in Q2 2026, selling an estimated $72.6K and leaving 7,169 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #336.

Avior Wealth Management first reported a position in VT in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.18M in Q1 2024. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Avior Wealth Management held 7,169 shares of Vanguard Total World Stock ETF worth $1.13M as of Q2 2026.
  • Avior Wealth Management sold 476 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $72.6K.
  • Vanguard Total World Stock ETF made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #336 holding.
  • Avior Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2015 and has held it in 43 quarters since.
  • Avior Wealth Management's Vanguard Total World Stock ETF position peaked at $1.18M in Q1 2024.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.