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

Capital 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
Q1 		$306K Buy
2,214
+771
+53% +$111K ﹤0.01% 608
2025
Q4 		$203K Buy
+1,443
New +$202K ﹤0.01% 696
2025
Q1 		– Sell
-2,498
Closed -$294K – 708
2024
Q4 		$294K Sell
2,498
-100
-4% -$12K 0.01% 525
2024
Q3 		$311K Buy
+2,598
New +$299K 0.01% 499

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Investment Advisors's VT Position: Q1 2026 in Review

Capital Investment Advisors increased its Vanguard Total World Stock ETF (VT) stake by 53% in Q1 2026, buying an estimated $111K and bringing the position to 2,214 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Capital Investment Advisors first reported a position in VT in Q3 2024 and has held it in 4 quarters since. The position peaked at $311K in Q3 2024. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Capital Investment Advisors held 2,214 shares of Vanguard Total World Stock ETF worth $306K as of Q1 2026.
  • Capital Investment Advisors bought 771 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $111K.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #608 holding.
  • Capital Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2024 and has held it in 4 quarters since.
  • Capital Investment Advisors's Vanguard Total World Stock ETF position peaked at $311K in Q3 2024.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.