Columbia River Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History

Columbia River Financial Group’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	$363K	Buy	2,316 +31	+1%	+$4.73K	0.2%	46
2026 Q1	$316K	Sell	2,285 -32	-1%	-$4.6K	0.18%	46
2025 Q4	$326K	Buy	2,317 +1	+0%	+$140	0.2%	45
2025 Q3	$326K	Hold	2,316	–	–	0.2%	45
2025 Q2	$301K	Sell	2,316 -163	-7%	-$19.5K	0.19%	46
2025 Q1	$287K	Sell	2,479 -2,529	-50%	-$303K	0.19%	46
2024 Q4	$588K	Buy	+5,008	New	+$601K	0.4%	37

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

Columbia River Financial Group's VT Position: Q2 2026 in Review

Columbia River Financial Group increased its Vanguard Total World Stock ETF (VT) stake by 1.4% in Q2 2026, buying an estimated $4.73K and bringing the position to 2,316 shares worth $363K. The position accounts for 0.2% of the portfolio, ranked #46.

Columbia River Financial Group first reported a position in VT in Q4 2024 and has held it in 7 quarters since. The position peaked at $588K in Q4 2024. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Columbia River Financial Group held 2,316 shares of Vanguard Total World Stock ETF worth $363K as of Q2 2026.
Columbia River Financial Group bought 31 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $4.73K.
Vanguard Total World Stock ETF made up 0.2% of Columbia River Financial Group's portfolio in Q2 2026, its #46 holding.
Columbia River Financial Group first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
Columbia River Financial Group's Vanguard Total World Stock ETF position peaked at $588K in Q4 2024.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Columbia River Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.