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Curio Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Curio Wealth’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 		– Sell
-118
Closed -$16.3K – 1130
2026
Q1 		$16.3K Buy
118
+8
+7% +$1.15K 0.01% 190
2025
Q4 		$15.7K Hold
110
– – 0.01% 209
2025
Q3 		$15.2K Hold
110
– – 0.01% 172
2025
Q2 		$14.1K Buy
110
+109
+10,900% +$13K 0.01% 184
2025
Q1 		$12.9K Sell
1
-109
-99% -$13K 0.01% 214
2024
Q4 		$12.9K Buy
+110
New +$13.2K 0.01% 200

Other funds holding VT

Rakuten Investment Management
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
Cambridge Associates
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

Curio Wealth's VT Position: Q2 2026 in Review

Curio Wealth sold out of Vanguard Total World Stock ETF (VT) in Q2 2026, closing a stake of 118 shares — an estimated $16.3K sold.

Curio Wealth first reported a position in VT in Q4 2024 and held it in 6 quarters. The position peaked at $16.3K in Q1 2026. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Curio Wealth reported no remaining Vanguard Total World Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 118 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $16.3K.
  • Curio Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Vanguard Total World Stock ETF position peaked at $16.3K in Q1 2026.
  • 1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.