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Evoke Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Evoke Wealth’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 		– Sell
-481,063
Closed -$66.5M – 653
2026
Q1 		$66.5M Buy
481,063
+2,874
+0.6% +$413K 1.2% 23
2025
Q4 		$67.5M Buy
478,189
+11,065
+2% +$1.55M 1.26% 22
2025
Q3 		$64.4M Sell
467,124
-932
-0.2% -$124K 1.3% 23
2025
Q2 		$60.2M Sell
468,056
-20,074
-4% -$2.4M 1.38% 23
2025
Q1 		$56.6M Sell
488,130
-13,311
-3% -$1.59M 1.48% 22
2024
Q4 		$58.9M Buy
501,441
+29,548
+6% +$3.55M 1.64% 19
2024
Q3 		$56.5M Buy
471,893
+469,493
+19,562% +$54M 1.53% 19
2024
Q2 		$270K Sell
2,400
-479,030
-100% -$52.8M 0.32% 62
2024
Q1 		$53.2M Buy
+481,430
New +$50.9M 1.58% 17
2023
Q4 		– Sell
-14,777
Closed -$1.38M – 359
2023
Q3 		$1.38M Buy
14,777
+4,242
+40% +$412K 0.05% 149
2023
Q2 		$1.02M Sell
10,535
-408
-4% -$38.2K 0.04% 161
2023
Q1 		$1.01M Sell
10,943
-7,080
-39% -$641K 0.04% 160
2022
Q4 		$1.55M Buy
18,023
+5,080
+39% +$434K 0.06% 130
2022
Q3 		$1.02M Buy
12,943
+3,031
+31% +$266K 0.04% 154
2022
Q2 		$846K Hold
9,912
– – 0.03% 171
2022
Q1 		$1M Sell
9,912
-1,086
-10% -$110K 0.03% 177
2021
Q4 		$1.18M Buy
10,998
+489
+5% +$52K 0.04% 166
2021
Q3 		$1.07M Sell
10,509
-16
-0.2% -$1.68K 0.04% 163
2021
Q2 		$1.09M Hold
10,525
– – 0.04% 163
2021
Q1 		$1.02M Buy
10,525
+476
+5% +$45.8K 0.05% 153
2020
Q4 		$930K Hold
10,049
– – 0.06% 103
2020
Q3 		$810K Buy
10,049
+308
+3% +$24.7K 0.07% 100
2020
Q2 		$729K Hold
9,741
– – 0.07% 87
2020
Q1 		$612K Buy
+9,741
New +$734K 0.09% 81
2019
Q4 		– Sell
-6,985
Closed -$523K – 1480
2019
Q3 		$523K Buy
+6,985
New +$522K 0.06% 143

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

Evoke Wealth's VT Position: Q2 2026 in Review

Evoke Wealth sold out of Vanguard Total World Stock ETF (VT) in Q2 2026, closing a stake of 481,063 shares — an estimated $66.5M sold.

Evoke Wealth first reported a position in VT in Q3 2019 and held it in 25 quarters. The position peaked at $67.5M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Evoke Wealth reported no remaining Vanguard Total World Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 481,063 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $66.5M.
  • Evoke Wealth first reported a position in Vanguard Total World Stock ETF in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's Vanguard Total World Stock ETF position peaked at $67.5M in Q4 2025.
  • 1,314 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.