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Clearstead Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Clearstead Advisors’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 		$41.8M Buy
266,632
+88,437
+50% +$13.5M 0.4% 59
2026
Q1 		$24.6M Buy
178,195
+7,127
+4% +$1.03M 0.23% 89
2025
Q4 		$24.1M Sell
171,068
-3,481
-2% -$487K 0.3% 67
2025
Q3 		$24.1M Sell
174,549
-5,612
-3% -$746K 0.32% 62
2025
Q2 		$23.2M Sell
180,161
-2,342
-1% -$280K 0.33% 63
2025
Q1 		$21.2M Sell
182,503
-14,719
-7% -$1.76M 0.33% 69
2024
Q4 		$23.2M Buy
197,222
+20,061
+11% +$2.41M 0.35% 59
2024
Q3 		$21.2M Buy
177,161
+683
+0.4% +$78.5K 0.33% 62
2024
Q2 		$19.9M Buy
176,478
+30,268
+21% +$3.34M 0.34% 61
2024
Q1 		$16.2M Sell
146,210
-33,288
-19% -$3.52M 0.8% 26
2023
Q4 		$18.5M Sell
179,498
-207,082
-54% -$19.9M 0.98% 21
2023
Q3 		$36M Buy
386,580
+180,334
+87% +$17.5M 1.05% 20
2023
Q2 		$20M Sell
206,246
-4,559
-2% -$427K 1.21% 15
2023
Q1 		$19.4M Sell
210,805
-102,469
-33% -$9.28M 1.41% 13
2022
Q4 		$27M Buy
313,274
+224,716
+254% +$19.2M 2.11% 7
2022
Q3 		$6.99M Buy
88,558
+35,512
+67% +$3.12M 0.64% 33
2022
Q2 		$4.53M Buy
53,046
+24,539
+86% +$2.27M 0.35% 61
2022
Q1 		$2.89M Sell
28,507
-386
-1% -$39.1K 0.2% 97
2021
Q4 		$3.1M Buy
28,893
+23,881
+476% +$2.54M 0.21% 90
2021
Q3 		$510K Buy
5,012
+246
+5% +$25.8K 0.04% 237
2021
Q2 		$494K Buy
4,766
+18
+0.4% +$1.83K 0.04% 230
2021
Q1 		$462K Buy
4,748
+9
+0.2% +$865 0.04% 225
2020
Q4 		$439K Sell
4,739
-14
-0.3% -$1.21K 0.04% 216
2020
Q3 		$383K Buy
4,753
+337
+8% +$27.1K 0.04% 213
2020
Q2 		$330K Buy
4,416
+666
+18% +$46.9K 0.04% 212
2020
Q1 		$235K Buy
3,750
+13
+0.3% +$980 0.03% 221
2019
Q4 		$303K Sell
3,737
-345
-8% -$26.8K 0.04% 221
2019
Q3 		$305K Buy
4,082
+560
+16% +$41.8K 0.04% 213
2019
Q2 		$265K Buy
3,522
+25
+0.7% +$1.85K 0.04% 233
2019
Q1 		$256K Buy
3,497
+48
+1% +$3.41K 0.04% 229
2018
Q4 		$226K Buy
+3,449
New +$241K 0.04% 229
2018
Q3 		– Sell
-3,316
Closed -$243K – 235
2018
Q2 		$243K Buy
3,316
+25
+0.8% +$1.86K 0.03% 205
2018
Q1 		$242K Buy
3,291
+12
+0.4% +$909 0.04% 202
2017
Q4 		$244K Buy
3,279
+38
+1% +$2.76K 0.03% 204
2017
Q3 		$229K Buy
3,241
+22
+0.7% +$1.52K 0.03% 224
2017
Q2 		$217K Buy
3,219
+12
+0.4% +$803 0.03% 218
2017
Q1 		$209K Buy
+3,207
New +$205K 0.03% 209

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

Clearstead Advisors's VT Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard Total World Stock ETF (VT) stake by 50% in Q2 2026, buying an estimated $13.5M and bringing the position to 266,632 shares worth $41.8M. The position accounts for 0.4% of the portfolio, ranked #59.

Clearstead Advisors first reported a position in VT in Q1 2017 and has held it in 37 quarters since. 867 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Clearstead Advisors held 266,632 shares of Vanguard Total World Stock ETF worth $41.8M as of Q2 2026.
  • Clearstead Advisors bought 88,437 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $13.5M.
  • Vanguard Total World Stock ETF made up 0.4% of Clearstead Advisors's portfolio in Q2 2026, its #59 holding.
  • Clearstead Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2017 and has held it in 37 quarters since.
  • 867 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.