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

Crewe 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	$370K	Buy	2,360 +972	+70%	+$148K	0.03%	166
2026 Q1	$192K	Hold	1,388	–	–	0.02%	215
2025 Q4	$196K	Hold	1,388	–	–	0.02%	206
2025 Q3	$191K	Hold	1,388	–	–	0.02%	212
2025 Q2	$178K	Hold	1,388	–	–	0.03%	163
2025 Q1	$161K	Buy	1,388 +1	+0.1%	+$120	0.02%	160
2024 Q4	$163K	Sell	1,387 -117	-8%	-$14K	0.02%	160
2024 Q3	$180K	Hold	1,504	–	–	0.02%	158
2024 Q2	$169K	Hold	1,504	–	–	0.02%	191
2024 Q1	$166K	Hold	1,504	–	–	0.02%	194
2023 Q4	$155K	Sell	1,504 -177	-11%	-$17K	0.02%	80
2023 Q3	$157K	Sell	1,681 -13	-0.8%	-$1.26K	0.03%	78
2023 Q2	$164K	Sell	1,694 -363	-18%	-$34K	0.02%	157
2023 Q1	$189K	Buy	2,057 +340	+20%	+$30.8K	0.03%	163
2022 Q4	$148K	Buy	1,717 +200	+13%	+$17.1K	0.02%	185
2022 Q3	$120K	Sell	1,517 -309	-17%	-$27.2K	0.02%	203
2022 Q2	$156K	Buy	1,826 +398	+28%	+$36.8K	0.03%	162
2022 Q1	$145K	Buy	+1,428	New	+$145K	0.03%	142

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

Crewe Advisors's VT Position: Q2 2026 in Review

Crewe Advisors increased its Vanguard Total World Stock ETF (VT) stake by 70% in Q2 2026, buying an estimated $148K and bringing the position to 2,360 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #166.

Crewe Advisors first reported a position in VT in Q1 2022 and has held it in 18 quarters since. 1,314 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Crewe Advisors held 2,360 shares of Vanguard Total World Stock ETF worth $370K as of Q2 2026.
Crewe Advisors bought 972 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $148K.
Vanguard Total World Stock ETF made up 0.03% of Crewe Advisors's portfolio in Q2 2026, its #166 holding.
Crewe Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2022 and has held it in 18 quarters since.
1,314 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.