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Checchi Capital Advisers’s Vanguard Total World Stock ETF VT Stock Holding History

Checchi Capital Advisers’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 		$953K Buy
6,073
+126
+2% +$19.2K 0.04% 228
2026
Q1 		$823K Buy
5,947
+265
+5% +$38.1K 0.04% 249
2025
Q4 		$801K Sell
5,682
-79
-1% -$11K 0.04% 236
2025
Q3 		$794K Sell
5,761
-161
-3% -$21.4K 0.04% 245
2025
Q2 		$761K Buy
5,922
+612
+12% +$73.2K 0.04% 257
2025
Q1 		$616K Sell
5,310
-445
-8% -$53.2K 0.03% 290
2024
Q4 		$676K Sell
5,755
-47
-0.8% -$5.64K 0.04% 264
2024
Q3 		$694K Buy
5,802
+187
+3% +$21.5K 0.04% 264
2024
Q2 		$632K Sell
5,615
-189
-3% -$20.8K 0.03% 268
2024
Q1 		$641K Sell
5,804
-40
-0.7% -$4.23K 0.05% 273
2023
Q4 		$601K Sell
5,844
-397
-6% -$38.2K 0.05% 272
2023
Q3 		$582K Sell
6,241
-506
-7% -$49.1K 0.05% 252
2023
Q2 		$654K Sell
6,747
-656
-9% -$61.5K 0.06% 236
2023
Q1 		$682K Sell
7,403
-564
-7% -$51.1K 0.07% 219
2022
Q4 		$687K Sell
7,967
-937
-11% -$80K 0.07% 210
2022
Q3 		$702K Sell
8,904
-74,883
-89% -$6.58M 0.07% 201
2022
Q2 		$7.65M Buy
+83,787
New +$7.75M 0.66% 34
2021
Q3 		– Sell
-2,045
Closed -$212K – 551
2021
Q2 		$212K Buy
+2,045
New +$209K 0.02% 490
2016
Q3 		– Sell
-2,000
Closed -$116K – 1197
2016
Q2 		$116K Hold
2,000
– – 0.01% 522
2016
Q1 		$115K Buy
+2,000
New +$109K 0.03% 534

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

Checchi Capital Advisers's VT Position: Q2 2026 in Review

Checchi Capital Advisers increased its Vanguard Total World Stock ETF (VT) stake by 2.1% in Q2 2026, buying an estimated $19.2K and bringing the position to 6,073 shares worth $953K. The position accounts for 0.04% of the portfolio, ranked #228.

Checchi Capital Advisers first reported a position in VT in Q1 2016 and has held it in 20 quarters since. The position peaked at $7.65M in Q2 2022. 923 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Checchi Capital Advisers held 6,073 shares of Vanguard Total World Stock ETF worth $953K as of Q2 2026.
  • Checchi Capital Advisers bought 126 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $19.2K.
  • Vanguard Total World Stock ETF made up 0.04% of Checchi Capital Advisers's portfolio in Q2 2026, its #228 holding.
  • Checchi Capital Advisers first reported a position in Vanguard Total World Stock ETF in Q1 2016 and has held it in 20 quarters since.
  • Checchi Capital Advisers's Vanguard Total World Stock ETF position peaked at $7.65M in Q2 2022.
  • 923 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.