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

Cary Street Partners’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	$478K	Buy	3,045 +89	+3%	+$13.6K	0.01%	681
2026 Q1	$409K	Buy	2,956 +152	+5%	+$21.9K	0.01%	640
2025 Q4	$396K	Sell	2,804 -7,188	-72%	-$1M	0.01%	660
2025 Q3	$1.38M	Sell	9,992 -2,691	-21%	-$358K	0.04%	370
2025 Q2	$1.63M	Buy	12,683 +738	+6%	+$88.3K	0.05%	339
2025 Q1	$1.39M	Buy	11,945 +70	+0.6%	+$8.38K	0.04%	337
2024 Q4	$1.4M	Buy	+11,875	New	+$1.43M	0.05%	334

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

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

Cary Street Partners increased its Vanguard Total World Stock ETF (VT) stake by 3% in Q2 2026, buying an estimated $13.6K and bringing the position to 3,045 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #681.

Cary Street Partners first reported a position in VT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q2 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Cary Street Partners held 3,045 shares of Vanguard Total World Stock ETF worth $478K as of Q2 2026.
Cary Street Partners bought 89 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $13.6K.
Vanguard Total World Stock ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #681 holding.
Cary Street Partners first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Vanguard Total World Stock ETF position peaked at $1.63M in Q2 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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