Capital Investment Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $284K | Buy |
2,056
+1,059
| +106% | +$152K | 0.02% | 526 |
|
|
2025
Q4 | $141K | Buy |
997
+83
| +9% | +$11.6K | 0.01% | 652 |
|
|
2025
Q3 | $126K | Sell |
914
-48
| -5% | -$6.38K | 0.01% | 644 |
|
|
2025
Q2 | $124K | Sell |
962
-2,778
| -74% | -$332K | 0.01% | 618 |
|
|
2025
Q1 | $434K | Buy |
3,740
+2,779
| +289% | +$333K | 0.04% | 352 |
|
|
2024
Q4 | $113K | Buy |
961
+3
| +0.3% | +$360 | 0.01% | 556 |
|
|
2024
Q3 | $115K | Buy |
958
+120
| +14% | +$13.8K | 0.01% | 573 |
|
|
2024
Q2 | $94.3K | Sell |
838
-49
| -6% | -$5.4K | 0.01% | 574 |
|
|
2024
Q1 | $98K | Sell |
887
-15
| -2% | -$1.59K | 0.01% | 565 |
|
|
2023
Q4 | $92.8K | Buy |
902
+65
| +8% | +$6.25K | 0.01% | 597 |
|
|
2023
Q3 | $78K | Buy |
837
+52
| +7% | +$5.05K | 0.01% | 583 |
|
|
2023
Q2 | $76.1K | Sell |
785
-401
| -34% | -$37.6K | 0.01% | 566 |
|
|
2023
Q1 | $109K | Sell |
1,186
-4,262
| -78% | -$386K | 0.01% | 531 |
|
|
2022
Q4 | $470K | Sell |
5,448
-7,517
| -58% | -$642K | 0.06% | 282 |
|
|
2022
Q3 | $1.02M | Sell |
12,965
-265,598
| -95% | -$23.3M | 0.13% | 139 |
|
|
2022
Q2 | $23.8M | Buy |
278,563
+10,319
| +4% | +$954K | 2.88% | 4 |
|
|
2022
Q1 | $27.2M | Buy |
268,244
+182,802
| +214% | +$18.5M | 2.96% | 5 |
|
|
2021
Q4 | $9.18M | Buy |
85,442
+3,916
| +5% | +$416K | 1.09% | 13 |
|
|
2021
Q3 | $8.3M | Buy |
81,526
+75,423
| +1,236% | +$7.91M | 1.05% | 16 |
|
|
2021
Q2 | $632K | Sell |
6,103
-854
| -12% | -$87.1K | 0.08% | 243 |
|
|
2021
Q1 | $677K | Sell |
6,957
-4,918
| -41% | -$473K | 0.1% | 200 |
|
|
2020
Q4 | $1.1M | Sell |
11,875
-25,264
| -68% | -$2.19M | 0.16% | 130 |
|
|
2020
Q3 | $3M | Sell |
37,139
-7,193
| -16% | -$577K | 0.56% | 39 |
|
|
2020
Q2 | $3.32M | Sell |
44,332
-119,227
| -73% | -$8.4M | 0.67% | 31 |
|
|
2020
Q1 | $10.3M | Buy |
163,559
+155,259
| +1,871% | +$11.7M | 2.51% | 5 |
|
|
2019
Q4 | $672K | Sell |
8,300
-456
| -5% | -$35.5K | 0.18% | 123 |
|
|
2019
Q3 | $655K | Sell |
8,756
-51
| -0.6% | -$3.81K | 0.18% | 110 |
|
|
2019
Q2 | $667K | Sell |
8,807
-534
| -6% | -$39.6K | 0.2% | 104 |
|
|
2019
Q1 | $683K | Sell |
9,341
-5,865
| -39% | -$416K | 0.25% | 80 |
|
|
2018
Q4 | $995K | Buy |
15,206
+10,660
| +234% | +$746K | 0.43% | 47 |
|
|
2018
Q3 | $345K | Sell |
4,546
-1,064
| -19% | -$80.1K | 0.16% | 149 |
|
|
2018
Q2 | $412K | Sell |
5,610
-101,984
| -95% | -$7.61M | 0.21% | 128 |
|
|
2018
Q1 | $7.92M | Sell |
107,594
-7,479
| -6% | -$567K | 4.42% | 3 |
|
|
2017
Q4 | $8.66M | Sell |
115,073
-252
| -0.2% | -$18.3K | 5.08% | 2 |
|
|
2017
Q3 | $8.28M | Buy |
115,325
+12,137
| +12% | +$841K | 5.09% | 3 |
|
|
2017
Q2 | $7.13M | Buy |
103,188
+26,813
| +35% | +$1.79M | 4.7% | 3 |
|
|
2017
Q1 | $5.14M | Buy |
76,375
+3,707
| +5% | +$237K | 3.77% | 4 |
|
|
2016
Q4 | $4.57M | Buy |
+72,668
| New | +$4.39M | 3.96% | 4 |
|
Other funds holding VT
RIM
CA
Capital Investment Advisory Services's VT Position: Q1 2026 in Review
Capital Investment Advisory Services increased its Vanguard Total World Stock ETF (VT) stake by 106% in Q1 2026, buying an estimated $152K and bringing the position to 2,056 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #526.
Capital Investment Advisory Services first reported a position in VT in Q4 2016 and has held it in 38 quarters since. The position peaked at $27.2M in Q1 2022. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.
- Capital Investment Advisory Services held 2,056 shares of Vanguard Total World Stock ETF worth $284K as of Q1 2026.
- Capital Investment Advisory Services bought 1,059 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $152K.
- Vanguard Total World Stock ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q1 2026, its #526 holding.
- Capital Investment Advisory Services first reported a position in Vanguard Total World Stock ETF in Q4 2016 and has held it in 38 quarters since.
- Capital Investment Advisory Services's Vanguard Total World Stock ETF position peaked at $27.2M in Q1 2022.
- 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.
Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.