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

Elevation 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
Q3 		$378K Hold
2,397
– – 0.11% 98
2026
Q2 		$376K Hold
2,397
– – 0.11% 94
2026
Q1 		$332K Hold
2,397
– – 0.12% 92
2025
Q4 		$338K Hold
2,397
– – 0.12% 93
2025
Q3 		$330K Sell
2,397
-424
-15% -$56.3K 0.12% 93
2025
Q2 		$363K Hold
2,821
– – 0.14% 83
2025
Q1 		$327K Hold
2,821
– – 0.14% 83
2024
Q4 		$331K Hold
2,821
– – 0.14% 84
2024
Q3 		$338K Hold
2,821
– – 0.14% 84
2024
Q2 		$318K Hold
2,821
– – 0.15% 82
2024
Q1 		$312K Hold
2,821
– – 0.16% 89
2023
Q4 		$263K Hold
2,821
– – 0.16% 86
2023
Q3 		$263K Hold
2,821
– – 0.23% 47
2023
Q2 		$274K Hold
2,821
– – 0.23% 47
2023
Q1 		$260K Buy
+2,821
New +$255K 0.24% 51

Other funds holding VT

GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
PPF
Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

Elevation Wealth Partners's VT Position: Q3 2026 in Review

Elevation Wealth Partners held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 2,397 shares worth $378K. The position accounts for 0.11% of the portfolio, ranked #98.

Elevation Wealth Partners first reported a position in VT in Q1 2023 and has held it in 15 quarters since. 99 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Elevation Wealth Partners held 2,397 shares of Vanguard Total World Stock ETF worth $378K as of Q3 2026.
  • Elevation Wealth Partners left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
  • Vanguard Total World Stock ETF made up 0.11% of Elevation Wealth Partners's portfolio in Q3 2026, its #98 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 15 quarters since.
  • 99 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.