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 Q2	$545K	Buy	3,474 +1,260	+57%	+$192K	0.01%	498
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 $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

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

Capital Investment Advisors increased its Vanguard Total World Stock ETF (VT) stake by 57% in Q2 2026, buying an estimated $192K and bringing the position to 3,474 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #498.

Capital Investment Advisors first reported a position in VT in Q3 2024 and has held it in 5 quarters since. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Capital Investment Advisors held 3,474 shares of Vanguard Total World Stock ETF worth $545K as of Q2 2026.
Capital Investment Advisors bought 1,260 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $192K.
Vanguard Total World Stock ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #498 holding.
Capital Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2024 and has held it in 5 quarters since.
1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.