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Eagle Rock Investment Company’s Vanguard Total World Stock ETF VT Stock Holding History

Eagle Rock Investment Company’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 		$2.74M Buy
17,454
+2,264
+15% +$345K 0.34% 64
2026
Q1 		$2.1M Buy
15,190
+1,712
+13% +$246K 0.31% 71
2025
Q4 		$1.9M Buy
13,478
+5,309
+65% +$742K 0.27% 73
2025
Q3 		$1.13M Buy
+8,169
New +$1.09M 0.17% 91

Other funds holding VT

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Eagle Rock Investment Company's VT Position: Q2 2026 in Review

Eagle Rock Investment Company increased its Vanguard Total World Stock ETF (VT) stake by 15% in Q2 2026, buying an estimated $345K and bringing the position to 17,454 shares worth $2.74M. The position accounts for 0.34% of the portfolio, ranked #64.

Eagle Rock Investment Company first reported a position in VT in Q3 2025 and has held it in 4 quarters since. 453 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Eagle Rock Investment Company held 17,454 shares of Vanguard Total World Stock ETF worth $2.74M as of Q2 2026.
  • Eagle Rock Investment Company bought 2,264 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $345K.
  • Vanguard Total World Stock ETF made up 0.34% of Eagle Rock Investment Company's portfolio in Q2 2026, its #64 holding.
  • Eagle Rock Investment Company first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • 453 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.