Fort Point Capital Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Fort Point Capital Partners’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	$4.23M	Buy	26,953 +9,666	+56%	+$1.47M	0.29%	48
2026 Q1	$2.39M	Sell	17,287 -546	-3%	-$78.5K	0.29%	58
2025 Q4	$2.58M	Buy	17,833 +23	+0.1%	+$3.21K	0.29%	58
2025 Q3	$2.45M	Sell	17,810 -1,820	-9%	-$242K	0.29%	64
2025 Q2	$2.52M	Buy	+19,630	New	+$2.35M	0.18%	83

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

Fort Point Capital Partners's VT Position: Q2 2026 in Review

Fort Point Capital Partners increased its Vanguard Total World Stock ETF (VT) stake by 56% in Q2 2026, buying an estimated $1.47M and bringing the position to 26,953 shares worth $4.23M. The position accounts for 0.29% of the portfolio, ranked #48.

Fort Point Capital Partners first reported a position in VT in Q2 2025 and has held it in 5 quarters since. 1,319 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Fort Point Capital Partners held 26,953 shares of Vanguard Total World Stock ETF worth $4.23M as of Q2 2026.
Fort Point Capital Partners bought 9,666 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.47M.
Vanguard Total World Stock ETF made up 0.29% of Fort Point Capital Partners's portfolio in Q2 2026, its #48 holding.
Fort Point Capital Partners first reported a position in Vanguard Total World Stock ETF in Q2 2025 and has held it in 5 quarters since.
1,319 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.