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

BigSur 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	$195K	Hold	1,240	–	–	0.05%	158
2026 Q1	$172K	Hold	1,240	–	–	0.05%	153
2025 Q4	$175K	Sell	1,240 -357	-22%	-$49.9K	0.04%	150
2025 Q3	$220K	Hold	1,597	–	–	0.05%	145
2025 Q2	$205K	Hold	1,597	–	–	0.05%	144
2025 Q1	$185K	Hold	1,597	–	–	0.05%	144
2024 Q4	$188K	Hold	1,597	–	–	0.05%	143
2024 Q3	$191K	Hold	1,597	–	–	0.05%	148
2024 Q2	$180K	Sell	1,597 -460	-22%	-$50.7K	0.06%	143
2024 Q1	$227K	Hold	2,057	–	–	0.07%	135
2023 Q4	$212K	Hold	2,057	–	–	0.1%	103
2023 Q3	$192K	Hold	2,057	–	–	0.1%	103
2023 Q2	$199K	Hold	2,057	–	–	0.1%	113
2023 Q1	$189K	Hold	2,057	–	–	0.09%	114
2022 Q4	$177K	Hold	2,057	–	–	0.09%	111
2022 Q3	$162K	Hold	2,057	–	–	0.08%	112
2022 Q2	$176K	Hold	2,057	–	–	0.08%	121
2022 Q1	$208K	Hold	2,057	–	–	0.08%	122
2021 Q4	$221K	Hold	2,057	–	–	0.09%	122
2021 Q3	$209K	Buy	+2,057	New	+$216K	0.09%	114

Other funds holding VT

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

TCK

Topor & Co Korea Seoul $127M AUM

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

BigSur Wealth Management held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 1,240 shares worth $195K. The position accounts for 0.05% of the portfolio, ranked #158.

BigSur Wealth Management first reported a position in VT in Q3 2021 and has held it in 20 quarters since. The position peaked at $227K in Q1 2024. 364 funds tracked by Wall St. Rank hold VT as of Q2 2026.

BigSur Wealth Management held 1,240 shares of Vanguard Total World Stock ETF worth $195K as of Q2 2026.
BigSur Wealth Management left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.05% of BigSur Wealth Management's portfolio in Q2 2026, its #158 holding.
BigSur Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2021 and has held it in 20 quarters since.
BigSur Wealth Management's Vanguard Total World Stock ETF position peaked at $227K in Q1 2024.
364 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.