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Barry Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Barry Investment Advisors’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 		$6.91M Sell
44,056
-10,122
-19% -$1.54M 1.45% 18
2026
Q1 		$7.49M Sell
54,178
-1,911
-3% -$275K 1.65% 18
2025
Q4 		$7.91M Sell
56,089
-1,536
-3% -$215K 1.76% 18
2025
Q3 		$7.94M Sell
57,625
-654
-1% -$86.9K 1.83% 16
2025
Q2 		$7.49M Sell
58,279
-24
-0% -$2.87K 1.86% 15
2025
Q1 		$6.76M Sell
58,303
-1,577
-3% -$189K 1.8% 16
2024
Q4 		$7.03M Sell
59,880
-473
-0.8% -$56.8K 2.26% 12
2024
Q3 		$7.22M Sell
60,353
-483
-0.8% -$55.5K 2.21% 15
2024
Q2 		$6.85M Sell
60,836
-1,086
-2% -$120K 2.31% 13
2024
Q1 		$6.84M Buy
61,922
+227
+0.4% +$24K 2.28% 14
2023
Q4 		$6.35M Sell
61,695
-4,028
-6% -$388K 2.15% 16
2023
Q3 		$6.12M Sell
65,723
-10,707
-14% -$1.04M 2.2% 17
2023
Q2 		$7.41M Sell
76,430
-4,494
-6% -$421K 2.5% 13
2023
Q1 		$7.45M Sell
80,924
-771
-0.9% -$69.8K 2.44% 18
2022
Q4 		$7.04M Sell
81,695
-3,156
-4% -$270K 2.22% 18
2022
Q3 		$6.69M Sell
84,851
-6,596
-7% -$580K 2.29% 18
2022
Q2 		$7.8M Sell
91,447
-29,060
-24% -$2.69M 2.34% 15
2022
Q1 		$12.2M Buy
120,507
+9,174
+8% +$929K 3.24% 6
2021
Q4 		$12M Buy
111,333
+99,324
+827% +$10.6M 3.15% 7
2021
Q3 		$1.22M Buy
12,009
+3,648
+44% +$382K 0.34% 44
2021
Q2 		$866K Buy
8,361
+874
+12% +$89.1K 0.23% 53
2021
Q1 		$728K Buy
7,487
+1,340
+22% +$129K 0.2% 57
2020
Q4 		$569K Buy
+6,147
New +$533K 0.17% 58

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

Barry Investment Advisors's VT Position: Q2 2026 in Review

Barry Investment Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 19% in Q2 2026, selling an estimated $1.54M and leaving 44,056 shares worth $6.91M. The position accounts for 1.45% of the portfolio, ranked #18.

Barry Investment Advisors first reported a position in VT in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.2M in Q1 2022. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Barry Investment Advisors held 44,056 shares of Vanguard Total World Stock ETF worth $6.91M as of Q2 2026.
  • Barry Investment Advisors sold 10,122 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.54M.
  • Vanguard Total World Stock ETF made up 1.45% of Barry Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Barry Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 23 quarters since.
  • Barry Investment Advisors's Vanguard Total World Stock ETF position peaked at $12.2M in Q1 2022.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.