Capital City Trust
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Capital City Trust’s Vanguard Total World Stock ETF VT Stock Holding History

Capital City Trust’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
Q3 		$1.08M Hold
6,815
– – 0.22% 69
2026
Q2 		$1.07M Hold
6,815
– – 0.22% 69
2026
Q1 		$943K Buy
+6,815
New +$980K 0.22% 69

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Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Capital City Trust's VT Position: Q3 2026 in Review

Capital City Trust held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 6,815 shares worth $1.08M. The position accounts for 0.22% of the portfolio, ranked #69.

Capital City Trust first reported a position in VT in Q1 2026 and has held it in 3 quarters since. 865 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Capital City Trust held 6,815 shares of Vanguard Total World Stock ETF worth $1.08M as of Q3 2026.
  • Capital City Trust left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
  • Vanguard Total World Stock ETF made up 0.22% of Capital City Trust's portfolio in Q3 2026, its #69 holding.
  • Capital City Trust first reported a position in Vanguard Total World Stock ETF in Q1 2026 and has held it in 3 quarters since.
  • 865 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Capital City Trust's 13F filing for Q3 2026, filed 22 Oct 2026.