Curated Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Curated Wealth Partners’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	$241K	Buy	+200,800	New	+$30.6M	0.03%	464

Other funds holding VT

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Curated Wealth Partners's VT Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 200,800 shares worth $241K. The stake represents 0.03% of the portfolio and ranks #464 among its holdings.

519 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Curated Wealth Partners held 200,800 shares of Vanguard Total World Stock ETF worth $241K as of Q2 2026.
Vanguard Total World Stock ETF was a new Curated Wealth Partners position in Q2 2026.
Vanguard Total World Stock ETF made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #464 holding.
519 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.