CX Institutional
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CX Institutional’s Vanguard Total World Stock ETF VT Stock Holding History

CX Institutional’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 		$2.44M Buy
15,471
+246
+2% +$39K 0.07% 230
2026
Q2 		$2.39M Sell
15,225
-1,608
-10% -$245K 0.07% 228
2026
Q1 		$2.33M Sell
16,833
-196
-1% -$28.2K 0.07% 236
2025
Q4 		$2.4M Buy
17,029
+80
+0.5% +$11.2K 0.07% 187
2025
Q3 		$2.34M Buy
16,949
+294
+2% +$39.1K 0.07% 191
2025
Q2 		$2.14M Buy
16,655
+1
+0% +$120 0.07% 189
2025
Q1 		$1.93M Buy
16,654
+1
+0% +$120 0.07% 196
2024
Q4 		$1.96M Sell
16,653
-296
-2% -$35.5K 0.08% 177
2024
Q3 		$2.03M Sell
16,949
-646
-4% -$74.3K 0.09% 193
2024
Q2 		$1.98M Sell
17,595
-26
-0.1% -$2.87K 0.09% 197
2024
Q1 		$1.95M Sell
17,621
-3,836
-18% -$406K 0.09% 197
2023
Q4 		$2.21M Buy
+21,457
New +$2.06M 0.12% 189
2023
Q1 		– Sell
-5,947
Closed -$513K – 596
2022
Q4 		$513K Buy
+5,947
New +$508K 0.03% 367
2019
Q1 		– Sell
-123,698
Closed -$8.1M – 826
2018
Q4 		$8.1M Buy
+123,698
New +$8.66M 1.71% 19

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

CX Institutional's VT Position: Q3 2026 in Review

CX Institutional increased its Vanguard Total World Stock ETF (VT) stake by 1.6% in Q3 2026, buying an estimated $39K and bringing the position to 15,471 shares worth $2.44M. The position accounts for 0.07% of the portfolio, ranked #230.

CX Institutional first reported a position in VT in Q4 2018 and has held it in 14 quarters since. The position peaked at $8.1M in Q4 2018. 391 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • CX Institutional held 15,471 shares of Vanguard Total World Stock ETF worth $2.44M as of Q3 2026.
  • CX Institutional bought 246 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $39K.
  • Vanguard Total World Stock ETF made up 0.07% of CX Institutional's portfolio in Q3 2026, its #230 holding.
  • CX Institutional first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 14 quarters since.
  • CX Institutional's Vanguard Total World Stock ETF position peaked at $8.1M in Q4 2018.
  • 391 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.