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EverSource Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

EverSource Wealth Advisors’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 		$7.15M Buy
45,585
+562
+1% +$85.7K 0.24% 86
2026
Q1 		$6.23M Sell
45,023
-750
-2% -$108K 0.19% 95
2025
Q4 		$6.46M Buy
45,773
+2,147
+5% +$300K 0.24% 84
2025
Q3 		$6.01M Buy
43,626
+3,891
+10% +$517K 0.24% 88
2025
Q2 		$5.11M Buy
39,735
+4,027
+11% +$482K 0.23% 96
2025
Q1 		$4.14M Buy
35,708
+4,307
+14% +$515K 0.23% 95
2024
Q4 		$3.69M Buy
31,401
+7,929
+34% +$952K 0.21% 97
2024
Q3 		$2.81M Buy
23,472
+2,233
+11% +$257K 0.18% 111
2024
Q2 		$2.44M Buy
21,239
+618
+3% +$68.1K 0.16% 119
2024
Q1 		$2.2M Sell
20,621
-10,205
-33% -$1.08M 0.17% 111
2023
Q4 		$3.17M Buy
30,826
+2,336
+8% +$225K 0.29% 80
2023
Q3 		$2.65M Sell
28,490
-8,060
-22% -$782K 0.28% 82
2023
Q2 		$3.54M Buy
36,550
+5,249
+17% +$492K 0.39% 69
2023
Q1 		$2.88M Buy
31,301
+3,110
+11% +$282K 0.36% 70
2022
Q4 		$2.43M Buy
28,191
+10,672
+61% +$912K 0.37% 68
2022
Q3 		$1.38M Buy
17,519
+171
+1% +$15K 0.32% 60
2022
Q2 		$1.48M Buy
17,348
+479
+3% +$44.3K 0.38% 54
2022
Q1 		$1.71M Buy
16,869
+1,326
+9% +$134K 0.43% 47
2021
Q4 		$1.67M Buy
+15,543
New +$1.65M 0.47% 43

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

EverSource Wealth Advisors's VT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Vanguard Total World Stock ETF (VT) stake by 1.2% in Q2 2026, buying an estimated $85.7K and bringing the position to 45,585 shares worth $7.15M. The position accounts for 0.24% of the portfolio, ranked #86.

EverSource Wealth Advisors first reported a position in VT in Q4 2021 and has held it in 19 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • EverSource Wealth Advisors held 45,585 shares of Vanguard Total World Stock ETF worth $7.15M as of Q2 2026.
  • EverSource Wealth Advisors bought 562 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $85.7K.
  • Vanguard Total World Stock ETF made up 0.24% of EverSource Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.