Diversify Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History

Diversify Advisory Services’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	$74.8M	Buy	+484,457	New	+$73.9M	1.25%	11
2026 Q1	–	Sell	-1,530	Closed	-$222K	–	852
2025 Q4	$222K	Sell	1,530 -1,608	-51%	-$225K	0.01%	836
2025 Q3	$442K	Buy	+3,138	New	+$417K	0.01%	603

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Diversify Advisory Services's VT Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 484,457 shares worth $74.8M. The stake represents 1.25% of the portfolio and ranks #11 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VT as recently as Q4 2025.

Diversify Advisory Services first reported a position in VT in Q3 2025 and has held it in 3 quarters since. 1,314 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Diversify Advisory Services held 484,457 shares of Vanguard Total World Stock ETF worth $74.8M as of Q2 2026.
Vanguard Total World Stock ETF was a new Diversify Advisory Services position in Q2 2026.
Vanguard Total World Stock ETF made up 1.25% of Diversify Advisory Services's portfolio in Q2 2026, its #11 holding.
Diversify Advisory Services first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 3 quarters since.
1,314 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.