CSPIA
VT icon

Cary Street Partners Investment Advisory’s Vanguard Total World Stock ETF VT Stock Holding History

Cary Street Partners Investment Advisory’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 		$23.2K Sell
148
-48
-24% -$7.32K ﹤0.01% 653
2026
Q1 		$27.1K Buy
196
+48
+32% +$6.9K 0.01% 594
2025
Q4 		$20.9K Hold
148
– – 0.01% 584
2025
Q3 		$20.4K Buy
+148
New +$19.7K 0.01% 510
2024
Q4 		– Sell
-11,498
Closed -$1.38M – 777
2024
Q3 		$1.38M Buy
11,498
+577
+5% +$66.4K 0.05% 320
2024
Q2 		$1.23M Buy
10,921
+775
+8% +$85.5K 0.05% 318
2024
Q1 		$1.12M Buy
10,146
+257
+3% +$27.2K 0.05% 325
2023
Q4 		$1.02M Buy
9,889
+1,295
+15% +$125K 0.05% 316
2023
Q3 		$801K Buy
8,594
+420
+5% +$40.8K 0.04% 330
2023
Q2 		$793K Buy
8,174
+3,282
+67% +$308K 0.05% 300
2023
Q1 		$451K Buy
4,892
+1,856
+61% +$168K 0.03% 350
2022
Q4 		$262K Buy
3,036
+375
+14% +$32K 0.02% 422
2022
Q3 		$210K Buy
+2,661
New +$234K 0.02% 437
2022
Q2 		– Sell
-2,339
Closed -$237K – 565
2022
Q1 		$237K Hold
2,339
– – 0.07% 242
2021
Q4 		$251K Buy
+2,339
New +$249K 0.07% 230
2021
Q1 		– Sell
-3,951
Closed -$366K – 414
2020
Q4 		$366K Buy
3,951
+3,775
+2,145% +$327K 0.07% 225
2020
Q3 		$14K Buy
+176
New +$14.1K ﹤0.01% 723

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Cary Street Partners Investment Advisory's VT Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Vanguard Total World Stock ETF (VT) stake by 24% in Q2 2026, selling an estimated $7.32K and leaving 148 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Cary Street Partners Investment Advisory first reported a position in VT in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.38M in Q3 2024. 990 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Cary Street Partners Investment Advisory held 148 shares of Vanguard Total World Stock ETF worth $23.2K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 48 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $7.32K.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #653 holding.
  • Cary Street Partners Investment Advisory first reported a position in Vanguard Total World Stock ETF in Q3 2020 and has held it in 17 quarters since.
  • Cary Street Partners Investment Advisory's Vanguard Total World Stock ETF position peaked at $1.38M in Q3 2024.
  • 990 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.