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Dynamic Advisor Solutions’s Vanguard Total World Stock ETF VT Stock Holding History

Dynamic Advisor Solutions’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 		$640K Sell
4,075
-36
-0.9% -$5.49K 0.02% 609
2026
Q1 		$569K Buy
4,111
+237
+6% +$34.1K 0.02% 612
2025
Q4 		$546K Buy
3,874
+454
+13% +$63.5K 0.02% 610
2025
Q3 		$471K Sell
3,420
-33
-1% -$4.38K 0.01% 649
2025
Q2 		$444K Buy
3,453
+58
+2% +$6.94K 0.01% 633
2025
Q1 		$394K Buy
+3,395
New +$406K 0.01% 641
2024
Q4 		– Sell
-3,746
Closed -$448K – 904
2024
Q3 		$448K Sell
3,746
-319
-8% -$36.7K 0.01% 643
2024
Q2 		$458K Sell
4,065
-604
-13% -$66.6K 0.01% 645
2024
Q1 		$516K Sell
4,669
-74
-2% -$7.83K 0.02% 597
2023
Q4 		$480K Buy
4,743
+586
+14% +$56.4K 0.02% 583
2023
Q3 		$387K Sell
4,157
-78
-2% -$7.57K 0.02% 587
2023
Q2 		$411K Buy
4,235
+108
+3% +$10.1K 0.02% 552
2023
Q1 		$380K Buy
4,127
+56
+1% +$5.07K 0.02% 540
2022
Q4 		$351K Buy
4,071
+1,184
+41% +$101K 0.02% 521
2022
Q3 		$228K Buy
2,887
+85
+3% +$7.47K 0.02% 599
2022
Q2 		$239K Buy
2,802
+664
+31% +$61.4K 0.02% 601
2022
Q1 		$217K Sell
2,138
-157
-7% -$15.9K 0.02% 659
2021
Q4 		$247K Sell
2,295
-1,028
-31% -$109K 0.02% 624
2021
Q3 		$338K Sell
3,323
-145
-4% -$15.2K 0.03% 544
2021
Q2 		$359K Buy
3,468
+446
+15% +$45.5K 0.03% 500
2021
Q1 		$294K Sell
3,022
-384
-11% -$36.9K 0.03% 509
2020
Q4 		$315K Sell
3,406
-119
-3% -$10.3K 0.03% 480
2020
Q3 		$284K Buy
3,525
+770
+28% +$61.8K 0.03% 443
2020
Q2 		$206K Sell
2,755
-631
-19% -$44.5K 0.03% 474
2020
Q1 		$213K Buy
3,386
+163
+5% +$12.3K 0.04% 396
2019
Q4 		$261K Buy
+3,223
New +$251K 0.04% 443
2018
Q4 		– Sell
-5,574
Closed -$423K – 451
2018
Q3 		$423K Buy
5,574
+592
+12% +$44.6K 0.09% 240
2018
Q2 		$366K Sell
4,982
-115
-2% -$8.58K 0.08% 267
2018
Q1 		$375K Sell
5,097
-1,844
-27% -$140K 0.1% 222
2017
Q4 		$516K Sell
6,941
-569
-8% -$41.3K 0.17% 147
2017
Q3 		$531K Sell
7,510
-382
-5% -$26.5K 0.21% 132
2017
Q2 		$533K Buy
7,892
+70
+0.9% +$4.68K 0.21% 130
2017
Q1 		$510K Buy
7,822
+2,278
+41% +$146K 0.2% 130
2016
Q4 		$338K Sell
5,544
-4,957
-47% -$300K 0.13% 167
2016
Q3 		$639K Buy
10,501
+11
+0.1% +$664 0.24% 125
2016
Q2 		$609K Buy
10,490
+173
+2% +$10K 0.25% 109
2016
Q1 		$595K Sell
10,317
-592
-5% -$32.3K 0.25% 101
2015
Q4 		$629K Buy
10,909
+4,229
+63% +$248K 0.26% 101
2015
Q3 		$369K Buy
+6,680
New +$397K 0.19% 125
2015
Q2 		– Sell
-4,804
Closed -$296K – 200
2015
Q1 		$296K Buy
4,804
+1,053
+28% +$64.3K 0.15% 153
2014
Q4 		$226K Buy
+3,751
New +$225K 0.12% 166

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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Dynamic Advisor Solutions's VT Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard Total World Stock ETF (VT) stake by 0.88% in Q2 2026, selling an estimated $5.49K and leaving 4,075 shares worth $640K. The position accounts for 0.02% of the portfolio, ranked #609.

Dynamic Advisor Solutions first reported a position in VT in Q4 2014 and has held it in 41 quarters since. 230 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Dynamic Advisor Solutions held 4,075 shares of Vanguard Total World Stock ETF worth $640K as of Q2 2026.
  • Dynamic Advisor Solutions sold 36 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $5.49K.
  • Vanguard Total World Stock ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #609 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Total World Stock ETF in Q4 2014 and has held it in 41 quarters since.
  • 230 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.