Carroll Advisory Group’s Vanguard Total World Stock ETF VT Stock Holding History

Carroll Advisory Group’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	$1.9M	Sell	12,095 -15,512	-56%	-$2.37M	0.62%	33
2026 Q1	$3.82M	Buy	+27,607	New	+$3.97M	1.48%	18

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

Carroll Advisory Group's VT Position: Q2 2026 in Review

Carroll Advisory Group reduced its Vanguard Total World Stock ETF (VT) stake by 56% in Q2 2026, selling an estimated $2.37M and leaving 12,095 shares worth $1.9M. The position accounts for 0.62% of the portfolio, ranked #33.

Carroll Advisory Group first reported a position in VT in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.82M in Q1 2026. 1,314 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Carroll Advisory Group held 12,095 shares of Vanguard Total World Stock ETF worth $1.9M as of Q2 2026.
Carroll Advisory Group sold 15,512 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $2.37M.
Vanguard Total World Stock ETF made up 0.62% of Carroll Advisory Group's portfolio in Q2 2026, its #33 holding.
Carroll Advisory Group first reported a position in Vanguard Total World Stock ETF in Q1 2026 and has held it in 2 quarters since.
Carroll Advisory Group's Vanguard Total World Stock ETF position peaked at $3.82M in Q1 2026.
1,314 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.