Empirical Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Empirical Wealth Management’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	$4.09M	Sell	26,040 -8,782	-25%	-$1.34M	0.06%	184
2026 Q1	$4.82M	Buy	34,822 +14,758	+74%	+$2.12M	0.08%	151
2025 Q4	$2.83M	Buy	20,064 +629	+3%	+$87.9K	0.05%	206
2025 Q3	$2.68M	Sell	19,435 -386	-2%	-$51.3K	0.05%	208
2025 Q2	$2.55M	Buy	19,821 +1,146	+6%	+$137K	0.06%	205
2025 Q1	$2.17M	Buy	18,675 +492	+3%	+$58.9K	0.06%	204
2024 Q4	$2.14M	Sell	18,183 -696	-4%	-$83.5K	0.06%	189
2024 Q3	$2.26M	Buy	18,879 +924	+5%	+$106K	0.06%	175
2024 Q2	$2.02M	Sell	17,955 -1,301	-7%	-$143K	0.06%	181
2024 Q1	$2.13M	Buy	19,256 +196	+1%	+$20.7K	0.06%	174
2023 Q4	$1.96M	Buy	19,060 +2,924	+18%	+$281K	0.07%	170
2023 Q3	$1.5M	Buy	16,136 +1,387	+9%	+$135K	0.06%	181
2023 Q2	$1.43M	Buy	14,749 +329	+2%	+$30.8K	0.06%	191
2023 Q1	$1.33M	Sell	14,420 -459	-3%	-$41.6K	0.06%	178
2022 Q4	$1.28M	Sell	14,879 -4,727	-24%	-$404K	0.06%	178
2022 Q3	$1.55M	Buy	19,606 +793	+4%	+$69.7K	0.08%	152
2022 Q2	$1.61M	Buy	18,813 +2,812	+18%	+$260K	0.08%	154
2022 Q1	$1.62M	Sell	16,001 -7,638	-32%	-$774K	0.08%	155
2021 Q4	$2.54M	Sell	23,639 -1,070	-4%	-$114K	0.13%	108
2021 Q3	$2.52M	Buy	24,709 +983	+4%	+$103K	0.14%	96
2021 Q2	$2.46M	Sell	23,726 -146	-0.6%	-$14.9K	0.15%	94
2021 Q1	$2.32M	Buy	23,872 +1,211	+5%	+$116K	0.19%	88
2020 Q4	$2.1M	Buy	22,661 +1,318	+6%	+$114K	0.16%	92
2020 Q3	$1.72M	Buy	21,343 +231	+1%	+$18.5K	0.15%	95
2020 Q2	$1.58M	Buy	21,112 +642	+3%	+$45.2K	0.15%	99
2020 Q1	$1.29M	Buy	20,470 +4,509	+28%	+$340K	0.14%	100
2019 Q4	$1.29M	Sell	15,961 -241	-1%	-$18.7K	0.14%	104
2019 Q3	$1.21M	Sell	16,202 -815	-5%	-$60.9K	0.15%	102
2019 Q2	$1.28M	Sell	17,017 -405	-2%	-$30K	0.17%	91
2019 Q1	$1.27M	Sell	17,422 -935	-5%	-$66.4K	0.19%	75
2018 Q4	$1.2M	Buy	18,357 +178	+1%	+$12.5K	0.2%	65
2018 Q3	$1.38M	Sell	18,179 -80	-0.4%	-$6.02K	0.24%	54
2018 Q2	$1.34M	Sell	18,259 -735	-4%	-$54.8K	0.25%	55
2018 Q1	$1.4M	Buy	18,994 +1,100	+6%	+$83.4K	0.28%	52
2017 Q4	$1.33M	Sell	17,894 -367	-2%	-$26.7K	0.29%	45
2017 Q3	$1.29M	Sell	18,261 -33	-0.2%	-$2.29K	0.3%	47
2017 Q2	$1.24M	Sell	18,294 -829	-4%	-$55.4K	0.3%	45
2017 Q1	$1.25M	Sell	19,123 -908	-5%	-$58.1K	0.31%	39
2016 Q4	$1.22M	Buy	+20,031	New	+$1.21M	0.3%	39
2016 Q3	–	Sell	-20,206	Closed	-$1.17M	–	117
2016 Q2	$1.17M	Sell	20,206 -155	-0.8%	-$8.99K	0.31%	39
2016 Q1	$1.18M	Sell	20,361 -1,670	-8%	-$91K	0.28%	43
2015 Q4	$1.27M	Sell	22,031 -243	-1%	-$14.3K	0.31%	43
2015 Q3	$1.23M	Buy	22,274 +664	+3%	+$39.4K	0.29%	45
2015 Q2	$1.33M	Buy	21,610 +316	+1%	+$20K	0.31%	45
2015 Q1	$1.31M	Sell	21,294 -1,454	-6%	-$88.8K	0.31%	44
2014 Q4	$1.37M	Sell	22,748 -644	-3%	-$38.7K	0.33%	41
2014 Q3	$1.41M	Sell	23,392 -433	-2%	-$26.8K	0.34%	42
2014 Q2	$1.48M	Sell	23,825 -303	-1%	-$18.4K	0.37%	37
2014 Q1	$1.44M	Sell	24,128 -5,714	-19%	-$335K	0.38%	37
2013 Q4	$1.77M	Sell	29,842 -787	-3%	-$45.3K	0.5%	25
2013 Q3	$1.7M	Sell	30,629 -2,760	-8%	-$150K	0.53%	20
2013 Q2	$1.72M	Buy	+33,389	New	+$1.77M	0.57%	19

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

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

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Empirical Wealth Management's VT Position: Q2 2026 in Review

Empirical Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 25% in Q2 2026, selling an estimated $1.34M and leaving 26,040 shares worth $4.09M. The position accounts for 0.06% of the portfolio, ranked #184.

Empirical Wealth Management first reported a position in VT in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.82M in Q1 2026. 552 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Empirical Wealth Management held 26,040 shares of Vanguard Total World Stock ETF worth $4.09M as of Q2 2026.
Empirical Wealth Management sold 8,782 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.34M.
Vanguard Total World Stock ETF made up 0.06% of Empirical Wealth Management's portfolio in Q2 2026, its #184 holding.
Empirical Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2013 and has held it in 52 quarters since.
Empirical Wealth Management's Vanguard Total World Stock ETF position peaked at $4.82M in Q1 2026.
552 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.