Benjamin Edwards Inc’s Vanguard Total World Stock ETF VT Stock Holding History

Benjamin Edwards Inc’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	$20.4M	Buy	129,762 +20,278	+19%	+$3.09M	0.19%	145
2026 Q1	$15.1M	Buy	109,484 +13,501	+14%	+$1.94M	0.15%	161
2025 Q4	$13.5M	Buy	95,983 +14,744	+18%	+$2.06M	0.15%	154
2025 Q3	$11.2M	Buy	81,239 +17,468	+27%	+$2.32M	0.13%	173
2025 Q2	$8.2M	Buy	63,771 +19,372	+44%	+$2.32M	0.1%	194
2025 Q1	$5.15M	Buy	44,399 +15,984	+56%	+$1.91M	0.07%	259
2024 Q4	$3.34M	Buy	28,415 +16,947	+148%	+$2.03M	0.05%	334
2024 Q3	$1.38M	Buy	+11,468	New	+$1.32M	0.02%	516
2023 Q3	–	Sell	-46	Closed	-$4K	–	684
2023 Q2	$4K	Buy	+46	New	+$4.31K	﹤0.01%	627

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

Benjamin Edwards Inc's VT Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Vanguard Total World Stock ETF (VT) stake by 19% in Q2 2026, buying an estimated $3.09M and bringing the position to 129,762 shares worth $20.4M. The position accounts for 0.19% of the portfolio, ranked #145.

Benjamin Edwards Inc first reported a position in VT in Q2 2023 and has held it in 9 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Benjamin Edwards Inc held 129,762 shares of Vanguard Total World Stock ETF worth $20.4M as of Q2 2026.
Benjamin Edwards Inc bought 20,278 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $3.09M.
Vanguard Total World Stock ETF made up 0.19% of Benjamin Edwards Inc's portfolio in Q2 2026, its #145 holding.
Benjamin Edwards Inc first reported a position in Vanguard Total World Stock ETF in Q2 2023 and has held it in 9 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.