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

Bell 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	$2.23K	Hold	14	–	–	﹤0.01%	1299
2026 Q1	$1.96K	Hold	14	–	–	﹤0.01%	1343
2025 Q4	$2K	Buy	14 +9	+180%	+$1.26K	﹤0.01%	1351
2025 Q3	$695	Hold	5	–	–	﹤0.01%	1653
2025 Q2	$646	Buy	+5	New	+$598	﹤0.01%	1707
2024 Q4	–	Sell	-4	Closed	-$517	–	1954
2024 Q3	$517	Hold	4	–	–	﹤0.01%	1771
2024 Q2	$484	Hold	4	–	–	﹤0.01%	1827
2024 Q1	$473	Hold	4	–	–	﹤0.01%	1839
2023 Q4	$439	Hold	4	–	–	﹤0.01%	1859
2023 Q3	$394	Hold	4	–	–	﹤0.01%	1866
2023 Q2	$408	Hold	4	–	–	﹤0.01%	1889
2023 Q1	$385	Hold	4	–	–	﹤0.01%	1887
2022 Q4	$359	Hold	4	–	–	﹤0.01%	1911
2022 Q3	$0	Hold	4	–	–	﹤0.01%	1975
2022 Q2	$0	Buy	+4	New	+$370	﹤0.01%	1841
2021 Q4	$0	Hold	4	–	–	﹤0.01%	1957
2021 Q3	$0	Buy	+4	New	+$419	﹤0.01%	1837

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

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

Bell Investment Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 14 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Bell Investment Advisors first reported a position in VT in Q3 2021 and has held it in 17 quarters since. 1,314 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Bell Investment Advisors held 14 shares of Vanguard Total World Stock ETF worth $2.23K as of Q2 2026.
Bell Investment Advisors left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1299 holding.
Bell Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2021 and has held it in 17 quarters since.
1,314 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.