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 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 $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capstone Financial Advisors's VT Position: Q1 2026 in Review

Capstone Financial Advisors opened a new position in Vanguard Total World Stock ETF (VT) in Q1 2026: 8,310 shares worth $1.15M. The stake represents 0.06% of the portfolio and ranks #58 among its holdings. This is a return to the name: Capstone Financial Advisors previously reported a position in VT as recently as Q4 2018.

Capstone Financial Advisors first reported a position in VT in Q4 2014 and has held it in 4 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Capstone Financial Advisors held 8,310 shares of Vanguard Total World Stock ETF worth $1.15M as of Q1 2026.
Vanguard Total World Stock ETF was a new Capstone Financial Advisors position in Q1 2026.
Vanguard Total World Stock ETF made up 0.06% of Capstone Financial Advisors's portfolio in Q1 2026, its #58 holding.
Capstone Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2014 and has held it in 4 quarters since.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.