CBIZ Investment Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History

CBIZ Investment Advisory Services’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	$18.7K	Hold	135	–	–	﹤0.01%	128
2026 Q1	$18.7K	Buy	135 +39	+41%	+$5.61K	﹤0.01%	128
2025 Q4	$13.6K	Buy	96 +82	+586%	+$11.5K	﹤0.01%	327
2025 Q3	$1.93K	Buy	+14	New	+$1.86K	﹤0.01%	572
2024 Q3	–	Sell	-76	Closed	-$8.54K	–	437
2024 Q2	$8.54K	Buy	76 +1	+1%	+$110	﹤0.01%	263
2024 Q1	$8.34K	Buy	+75	New	+$7.93K	﹤0.01%	265

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

CBIZ Investment Advisory Services's VT Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 135 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #128.

CBIZ Investment Advisory Services first reported a position in VT in Q1 2024 and has held it in 6 quarters since. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

CBIZ Investment Advisory Services held 135 shares of Vanguard Total World Stock ETF worth $18.7K as of Q2 2026.
CBIZ Investment Advisory Services left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #128 holding.
CBIZ Investment Advisory Services first reported a position in Vanguard Total World Stock ETF in Q1 2024 and has held it in 6 quarters since.
1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.