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

Daymark 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 		$2.72M Buy
17,330
+122
+0.7% +$18.6K 0.07% 205
2026
Q1 		$2.38M Buy
17,208
+22
+0.1% +$3.16K 0.07% 185
2025
Q4 		$2.42M Buy
17,186
+228
+1% +$31.9K 0.08% 172
2025
Q3 		$2.34M Sell
16,958
-850
-5% -$113K 0.08% 176
2025
Q2 		$2.29M Buy
17,808
+62
+0.3% +$7.42K 0.09% 171
2025
Q1 		$2.06M Buy
17,746
+53
+0.3% +$6.34K 0.09% 167
2024
Q4 		$2.08M Buy
17,693
+4
+0% +$480 0.09% 164
2024
Q3 		$2.12M Buy
17,689
+1
+0% +$115 0.09% 165
2024
Q2 		$1.99M Buy
17,688
+581
+3% +$64.1K 0.09% 158
2024
Q1 		$1.89M Buy
17,107
+7,071
+70% +$748K 0.1% 134
2023
Q4 		$1.03M Buy
10,036
+130
+1% +$12.5K 0.06% 184
2023
Q3 		$923K Buy
9,906
+7,527
+316% +$731K 0.06% 176
2023
Q2 		$231K Buy
+2,379
New +$223K 0.02% 335

Other funds holding VT

RIM
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
CA
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

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

Daymark Wealth Partners increased its Vanguard Total World Stock ETF (VT) stake by 0.71% in Q2 2026, buying an estimated $18.6K and bringing the position to 17,330 shares worth $2.72M. The position accounts for 0.07% of the portfolio, ranked #205.

Daymark Wealth Partners first reported a position in VT in Q2 2023 and has held it in 13 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Daymark Wealth Partners held 17,330 shares of Vanguard Total World Stock ETF worth $2.72M as of Q2 2026.
  • Daymark Wealth Partners bought 122 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $18.6K.
  • Vanguard Total World Stock ETF made up 0.07% of Daymark Wealth Partners's portfolio in Q2 2026, its #205 holding.
  • Daymark Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.