Copia Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Copia Wealth Management’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	$2.48M	Buy	15,829 +2,087	+15%	+$318K	1.49%	20
2026 Q1	$1.9M	Buy	13,742 +9,847	+253%	+$1.42M	1.31%	20
2025 Q4	$549K	Buy	3,895 +2,577	+196%	+$360K	0.39%	52
2025 Q3	$182K	Sell	1,318 -101	-7%	-$13.4K	0.14%	100
2025 Q2	$182K	Hold	1,419	–	–	0.15%	94
2025 Q1	$165K	Sell	1,419 -22	-2%	-$2.63K	0.15%	97
2024 Q4	$169K	Buy	+1,441	New	+$173K	0.16%	89

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

Copia Wealth Management's VT Position: Q2 2026 in Review

Copia Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 15% in Q2 2026, buying an estimated $318K and bringing the position to 15,829 shares worth $2.48M. The position accounts for 1.49% of the portfolio, ranked #20.

Copia Wealth Management first reported a position in VT in Q4 2024 and has held it in 7 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Copia Wealth Management held 15,829 shares of Vanguard Total World Stock ETF worth $2.48M as of Q2 2026.
Copia Wealth Management bought 2,087 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $318K.
Vanguard Total World Stock ETF made up 1.49% of Copia Wealth Management's portfolio in Q2 2026, its #20 holding.
Copia Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.