Concord Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Concord Wealth Partners’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	$1.57K	Buy	+10	New	+$1.53K	﹤0.01%	753
2023 Q3	–	Sell	-19	Closed	-$1.84K	–	1076
2023 Q2	$1.84K	Hold	19	–	–	﹤0.01%	878
2023 Q1	$1.75K	Hold	19	–	–	﹤0.01%	832
2022 Q4	$1.64K	Buy	+19	New	+$1.62K	﹤0.01%	985
2022 Q3	–	Sell	-19	Closed	-$2K	–	1134
2022 Q2	$2K	Hold	19	–	–	﹤0.01%	1078
2022 Q1	$2K	Hold	19	–	–	﹤0.01%	1148
2021 Q4	$2K	Buy	+19	New	+$2.02K	﹤0.01%	1176
2021 Q3	–	Sell	-19	Closed	-$2K	–	1035
2021 Q2	$2K	Hold	19	–	–	﹤0.01%	924
2021 Q1	$2K	Buy	+19	New	+$1.83K	﹤0.01%	858

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

Concord Wealth Partners's VT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 10 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #753 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VT as recently as Q2 2023.

Concord Wealth Partners first reported a position in VT in Q1 2021 and has held it in 9 quarters since. The position peaked at $2K in Q2 2022. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Concord Wealth Partners held 10 shares of Vanguard Total World Stock ETF worth $1.57K as of Q2 2026.
Vanguard Total World Stock ETF was a new Concord Wealth Partners position in Q2 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #753 holding.
Concord Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q1 2021 and has held it in 9 quarters since.
Concord Wealth Partners's Vanguard Total World Stock ETF position peaked at $2K in Q2 2022.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.