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

CoreCap 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 		$440K Buy
2,803
+216
+8% +$33K 0.01% 583
2026
Q1 		$358K Buy
2,587
+1,260
+95% +$181K 0.01% 607
2025
Q4 		$187K Buy
1,327
+342
+35% +$47.8K 0.01% 818
2025
Q3 		$136K Buy
985
+312
+46% +$41.5K ﹤0.01% 928
2025
Q2 		$86.5K Sell
673
-10
-1% -$1.2K ﹤0.01% 1038
2025
Q1 		$79.2K Buy
683
+329
+93% +$39.4K ﹤0.01% 990
2024
Q4 		$41.6K Buy
354
+277
+360% +$33.2K ﹤0.01% 1268
2024
Q3 		$9.18K Buy
+77
New +$8.86K ﹤0.01% 1818
2024
Q2 		– Sell
-105
Closed -$11.7K – 2574
2024
Q1 		$11.7K Buy
+105
New +$11.1K ﹤0.01% 1696
2022
Q4 		$46.9K Buy
+544
New +$46.5K ﹤0.01% 1011
2022
Q3 		– Sell
-1,292
Closed -$110K – 2074
2022
Q2 		$110K Buy
+1,292
New +$119K 0.01% 659
2022
Q1 		– Sell
-1,289
Closed -$139K – 2074
2021
Q4 		$139K Buy
+1,289
New +$137K 0.01% 644

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

CoreCap Advisors's VT Position: Q2 2026 in Review

CoreCap Advisors increased its Vanguard Total World Stock ETF (VT) stake by 8.3% in Q2 2026, buying an estimated $33K and bringing the position to 2,803 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #583.

CoreCap Advisors first reported a position in VT in Q4 2021 and has held it in 12 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • CoreCap Advisors held 2,803 shares of Vanguard Total World Stock ETF worth $440K as of Q2 2026.
  • CoreCap Advisors bought 216 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $33K.
  • Vanguard Total World Stock ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #583 holding.
  • CoreCap Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 12 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.