Balboa Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Balboa Wealth 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 Q2	$322K	Buy	2,050 +6	+0.3%	+$915	0.04%	330
2026 Q1	$283K	Buy	2,044 +6	+0.3%	+$863	0.05%	318
2025 Q4	$287K	Buy	2,038 +41	+2%	+$5.73K	0.05%	301
2025 Q3	$275K	Buy	+1,997	New	+$265K	0.05%	290

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

Balboa Wealth Partners's VT Position: Q2 2026 in Review

Balboa Wealth Partners increased its Vanguard Total World Stock ETF (VT) stake by 0.29% in Q2 2026, buying an estimated $915 and bringing the position to 2,050 shares worth $322K. The position accounts for 0.04% of the portfolio, ranked #330.

Balboa Wealth Partners first reported a position in VT in Q3 2025 and has held it in 4 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Balboa Wealth Partners held 2,050 shares of Vanguard Total World Stock ETF worth $322K as of Q2 2026.
Balboa Wealth Partners bought 6 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $915.
Vanguard Total World Stock ETF made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #330 holding.
Balboa Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 4 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.