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Flagship Private Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Flagship Private 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 		$366K Buy
2,335
+9
+0.4% +$1.37K 0.13% 85
2026
Q1 		$322K Sell
2,326
-17
-0.7% -$2.44K 0.13% 85
2025
Q4 		$331K Sell
2,343
-111
-5% -$15.5K 0.13% 88
2025
Q3 		$338K Buy
2,454
+9
+0.4% +$1.2K 0.14% 82
2025
Q2 		$314K Sell
2,445
-308
-11% -$36.8K 0.13% 80
2025
Q1 		$319K Sell
2,753
-153
-5% -$18.3K 0.15% 75
2024
Q4 		$341K Buy
2,906
+21
+0.7% +$2.52K 0.16% 75
2024
Q3 		$345K Sell
2,885
-1,017
-26% -$117K 0.18% 74
2024
Q2 		$439K Buy
3,902
+379
+11% +$41.8K 0.26% 59
2024
Q1 		$389K Buy
3,523
+14
+0.4% +$1.48K 0.25% 61
2023
Q4 		$361K Sell
3,509
-32
-0.9% -$3.08K 0.28% 58
2023
Q3 		$330K Buy
3,541
+15
+0.4% +$1.46K 0.29% 57
2023
Q2 		$342K Buy
3,526
+24
+0.7% +$2.25K 0.28% 59
2023
Q1 		$322K Buy
3,502
+12
+0.3% +$1.09K 0.29% 60
2022
Q4 		$301K Buy
+3,490
New +$298K 0.28% 57
2022
Q3 		– Sell
-2,465
Closed -$210K – 72
2022
Q2 		$210K Buy
2,465
+17
+0.7% +$1.57K 0.2% 67
2022
Q1 		$248K Buy
2,448
+6
+0.2% +$608 0.2% 68
2021
Q4 		$262K Buy
2,442
+18
+0.7% +$1.91K 0.19% 69
2021
Q3 		$247K Buy
2,424
+10
+0.4% +$1.05K 0.2% 67
2021
Q2 		$251K Buy
2,414
+12
+0.5% +$1.22K 0.19% 67
2021
Q1 		$240K Sell
2,402
-99
-4% -$9.52K 0.2% 66
2020
Q4 		$234K Buy
+2,501
New +$217K 0.22% 63

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
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

Flagship Private Wealth's VT Position: Q2 2026 in Review

Flagship Private Wealth increased its Vanguard Total World Stock ETF (VT) stake by 0.39% in Q2 2026, buying an estimated $1.37K and bringing the position to 2,335 shares worth $366K. The position accounts for 0.13% of the portfolio, ranked #85.

Flagship Private Wealth first reported a position in VT in Q4 2020 and has held it in 22 quarters since. The position peaked at $439K in Q2 2024. 710 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Flagship Private Wealth held 2,335 shares of Vanguard Total World Stock ETF worth $366K as of Q2 2026.
  • Flagship Private Wealth bought 9 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.37K.
  • Vanguard Total World Stock ETF made up 0.13% of Flagship Private Wealth's portfolio in Q2 2026, its #85 holding.
  • Flagship Private Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 22 quarters since.
  • Flagship Private Wealth's Vanguard Total World Stock ETF position peaked at $439K in Q2 2024.
  • 710 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.