CoreCap Advisors
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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
Q3 		$463K Buy
2,934
+131
+5% +$20.8K 0.01% 559
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

SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Topor & Co Korea
Topor & Co Korea Seoul $127M AUM 13.22% 1-Year Est. Return
GoalFusion Wealth Management
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

CoreCap Advisors's VT Position: Q3 2026 in Review

CoreCap Advisors increased its Vanguard Total World Stock ETF (VT) stake by 4.7% in Q3 2026, buying an estimated $20.8K and bringing the position to 2,934 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #559.

CoreCap Advisors first reported a position in VT in Q4 2021 and has held it in 13 quarters since. 390 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • CoreCap Advisors held 2,934 shares of Vanguard Total World Stock ETF worth $463K as of Q3 2026.
  • CoreCap Advisors bought 131 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $20.8K.
  • Vanguard Total World Stock ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #559 holding.
  • CoreCap Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 13 quarters since.
  • 390 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.