Capstone Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Capstone Financial 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	–	Sell	-8,310	Closed	-$1.15M	–	206
2026 Q1	$1.15M	Buy	+8,310	New	+$1.2M	0.06%	58
2019 Q1	–	Sell	-5,074	Closed	-$332K	–	104
2018 Q4	$332K	Buy	+5,074	New	+$355K	0.07%	55
2016 Q1	–	Sell	-4,409	Closed	-$254K	–	76
2015 Q4	$254K	Buy	+4,409	New	+$259K	0.09%	51
2015 Q1	–	Sell	-4,699	Closed	-$283K	–	104
2014 Q4	$283K	Buy	+4,699	New	+$282K	0.09%	57

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

Capstone Financial Advisors's VT Position: Q2 2026 in Review

Capstone Financial Advisors sold out of Vanguard Total World Stock ETF (VT) in Q2 2026, closing a stake of 8,310 shares — an estimated $1.15M sold.

Capstone Financial Advisors first reported a position in VT in Q4 2014 and held it in 4 quarters. The position peaked at $1.15M in Q1 2026. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Capstone Financial Advisors reported no remaining Vanguard Total World Stock ETF position as of Q2 2026 after selling out during the quarter.
Capstone Financial Advisors sold 8,310 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.15M.
Capstone Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2014 and held it in 4 quarters.
Capstone Financial Advisors's Vanguard Total World Stock ETF position peaked at $1.15M in Q1 2026.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.