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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
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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

CX Institutional's VT Position: Q2 2026 in Review

CX Institutional reduced its Vanguard Total World Stock ETF (VT) stake by 9.6% in Q2 2026, selling an estimated $245K and leaving 15,225 shares worth $2.39M. The position accounts for 0.07% of the portfolio, ranked #228.

CX Institutional first reported a position in VT in Q4 2018 and has held it in 13 quarters since. The position peaked at $8.1M in Q4 2018. 265 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • CX Institutional held 15,225 shares of Vanguard Total World Stock ETF worth $2.39M as of Q2 2026.
  • CX Institutional sold 1,608 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $245K.
  • Vanguard Total World Stock ETF made up 0.07% of CX Institutional's portfolio in Q2 2026, its #228 holding.
  • CX Institutional first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 13 quarters since.
  • CX Institutional's Vanguard Total World Stock ETF position peaked at $8.1M in Q4 2018.
  • 265 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.