Elite Financial’s Vanguard Total World Stock ETF VT Stock Holding History

Elite Financial’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	$999K	Sell	6,369 -750	-11%	-$114K	0.4%	31
2026 Q1	$984K	Hold	7,119	–	–	0.44%	26
2025 Q4	$1M	Buy	7,119 +2	+0%	+$280	0.46%	26
2025 Q3	$1M	Buy	7,117 +1,411	+25%	+$188K	0.46%	28
2025 Q2	$742K	Buy	5,706 +2,374	+71%	+$284K	0.37%	30
2025 Q1	$386K	Buy	3,332 +206	+7%	+$24.6K	0.2%	39
2024 Q4	$367K	Buy	+3,126	New	+$375K	0.2%	37

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

Elite Financial's VT Position: Q2 2026 in Review

Elite Financial reduced its Vanguard Total World Stock ETF (VT) stake by 11% in Q2 2026, selling an estimated $114K and leaving 6,369 shares worth $999K. The position accounts for 0.4% of the portfolio, ranked #31.

Elite Financial first reported a position in VT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1M in Q4 2025. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Elite Financial held 6,369 shares of Vanguard Total World Stock ETF worth $999K as of Q2 2026.
Elite Financial sold 750 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $114K.
Vanguard Total World Stock ETF made up 0.4% of Elite Financial's portfolio in Q2 2026, its #31 holding.
Elite Financial first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
Elite Financial's Vanguard Total World Stock ETF position peaked at $1M in Q4 2025.
1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Elite Financial's 13F filing for Q2 2026, filed 13 Aug 2026.