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Consilio Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Consilio Wealth 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 		$18.6M Buy
118,589
+2,588
+2% +$395K 4.46% 6
2026
Q1 		$16M Buy
116,001
+10,679
+10% +$1.54M 4.69% 6
2025
Q4 		$14.9M Buy
105,322
+4,745
+5% +$663K 4.35% 8
2025
Q3 		$13.9M Buy
100,577
+1,529
+2% +$203K 4.55% 7
2025
Q2 		$12.7M Sell
99,048
-53,735
-35% -$6.43M 4.52% 7
2025
Q1 		$17.7M Buy
152,783
+140,452
+1,139% +$16.8M 7.4% 5
2024
Q4 		$1.45M Buy
12,331
+897
+8% +$108K 0.59% 22
2024
Q3 		$1.37M Buy
11,434
+3
+0% +$345 0.56% 23
2024
Q2 		$1.29M Buy
11,431
+4
+0% +$441 0.58% 23
2024
Q1 		$1.26M Sell
11,427
-2,815
-20% -$298K 0.59% 21
2023
Q4 		$1.47M Buy
14,242
+36
+0.3% +$3.46K 0.74% 21
2023
Q3 		$1.3M Sell
14,206
-6,948
-33% -$674K 0.76% 22
2023
Q2 		$2.05M Buy
21,154
+23
+0.1% +$2.16K 1.13% 18
2023
Q1 		$1.95M Sell
21,131
-784
-4% -$71K 1.1% 22
2022
Q4 		$1.89M Sell
21,915
-4,765
-18% -$407K 1.21% 18
2022
Q3 		$2.1M Buy
+26,680
New +$2.34M 1.65% 16

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Consilio Wealth Advisors's VT Position: Q2 2026 in Review

Consilio Wealth Advisors increased its Vanguard Total World Stock ETF (VT) stake by 2.2% in Q2 2026, buying an estimated $395K and bringing the position to 118,589 shares worth $18.6M. The position accounts for 4.46% of the portfolio, ranked #6.

Consilio Wealth Advisors first reported a position in VT in Q3 2022 and has held it in 16 quarters since. 1,319 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Consilio Wealth Advisors held 118,589 shares of Vanguard Total World Stock ETF worth $18.6M as of Q2 2026.
  • Consilio Wealth Advisors bought 2,588 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $395K.
  • Vanguard Total World Stock ETF made up 4.46% of Consilio Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Consilio Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,319 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.