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 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

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

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

Elevation Wealth Partners held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 2,397 shares worth $376K. The position accounts for 0.11% of the portfolio, ranked #94.

Elevation Wealth Partners first reported a position in VT in Q1 2023 and has held it in 14 quarters since. 569 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Elevation Wealth Partners held 2,397 shares of Vanguard Total World Stock ETF worth $376K as of Q2 2026.
Elevation Wealth Partners left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.11% of Elevation Wealth Partners's portfolio in Q2 2026, its #94 holding.
Elevation Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 14 quarters since.
569 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.