Certuity’s Vanguard Total World Stock ETF VT Stock Holding History

Certuity’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	$329K	Buy	2,094 +92	+5%	+$14K	0.02%	478
2026 Q1	$277K	Buy	+2,002	New	+$288K	0.02%	491
2024 Q1	–	Sell	-2,002	Closed	-$206K	–	378
2023 Q4	$206K	Buy	+2,002	New	+$193K	0.02%	319

Other funds holding VT

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Certuity's VT Position: Q2 2026 in Review

Certuity increased its Vanguard Total World Stock ETF (VT) stake by 4.6% in Q2 2026, buying an estimated $14K and bringing the position to 2,094 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #478.

Certuity first reported a position in VT in Q4 2023 and has held it in 3 quarters since. 576 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Certuity held 2,094 shares of Vanguard Total World Stock ETF worth $329K as of Q2 2026.
Certuity bought 92 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $14K.
Vanguard Total World Stock ETF made up 0.02% of Certuity's portfolio in Q2 2026, its #478 holding.
Certuity first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 3 quarters since.
576 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.