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

Cura 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	$6.38M	Buy	40,637 +377	+0.9%	+$57.5K	2.72%	4
2026 Q1	$5.57M	Buy	40,260 +182	+0.5%	+$26.2K	2.49%	5
2025 Q4	$5.65M	Buy	40,078 +3,988	+11%	+$557K	2.14%	6
2025 Q3	$4.97M	Buy	36,090 +13,046	+57%	+$1.73M	1.9%	7
2025 Q2	$2.96M	Buy	23,044 +1,772	+8%	+$212K	1.18%	17
2025 Q1	$2.47M	Buy	21,272 +438	+2%	+$52.4K	1%	18
2024 Q4	$2.45M	Buy	+20,834	New	+$2.5M	1.08%	16

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

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

Cura Wealth Advisors increased its Vanguard Total World Stock ETF (VT) stake by 0.94% in Q2 2026, buying an estimated $57.5K and bringing the position to 40,637 shares worth $6.38M. The position accounts for 2.72% of the portfolio, ranked #4.

Cura Wealth Advisors 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.

Cura Wealth Advisors held 40,637 shares of Vanguard Total World Stock ETF worth $6.38M as of Q2 2026.
Cura Wealth Advisors bought 377 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $57.5K.
Vanguard Total World Stock ETF made up 2.72% of Cura Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Cura Wealth Advisors 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 Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.