Fortis Capital Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Fortis Capital 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	$1.58M	Sell	10,076 -328	-3%	-$50K	0.18%	100
2026 Q1	$1.44M	Sell	10,404 -172	-2%	-$24.7K	0.19%	87
2025 Q4	$1.49M	Hold	10,576	–	–	0.22%	68
2025 Q3	$1.46M	Sell	10,576 -99	-0.9%	-$13.2K	0.23%	65
2025 Q2	$1.37M	Sell	10,675 -649	-6%	-$77.6K	0.25%	62
2025 Q1	$1.31M	Sell	11,324 -1,716	-13%	-$205K	0.27%	60
2024 Q4	$1.53M	Hold	13,040	–	–	0.52%	35
2024 Q3	$1.56M	Sell	13,040 -5,663	-30%	-$651K	0.52%	34
2024 Q2	$2.11M	Sell	18,703 -3,232	-15%	-$356K	0.76%	20
2024 Q1	$2.42M	Sell	21,935 -4,591	-17%	-$485K	1.02%	19
2023 Q4	$2.73M	Sell	26,526 -10,976	-29%	-$1.06M	1.46%	14
2023 Q3	$3.49M	Buy	37,502 +1,106	+3%	+$107K	2.24%	10
2023 Q2	$3.53M	Buy	+36,396	New	+$3.41M	2.07%	10

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

Fortis Capital Advisors's VT Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 3.2% in Q2 2026, selling an estimated $50K and leaving 10,076 shares worth $1.58M. The position accounts for 0.18% of the portfolio, ranked #100.

Fortis Capital Advisors first reported a position in VT in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.53M in Q2 2023. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Fortis Capital Advisors held 10,076 shares of Vanguard Total World Stock ETF worth $1.58M as of Q2 2026.
Fortis Capital Advisors sold 328 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $50K.
Vanguard Total World Stock ETF made up 0.18% of Fortis Capital Advisors's portfolio in Q2 2026, its #100 holding.
Fortis Capital Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2023 and has held it in 13 quarters since.
Fortis Capital Advisors's Vanguard Total World Stock ETF position peaked at $3.53M in Q2 2023.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.