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

Fortis Group 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	$6.65M	Buy	42,390 +18,633	+78%	+$2.84M	1.06%	21
2026 Q1	$3.59M	Buy	23,757 +13,311	+127%	+$1.91M	0.59%	42
2025 Q4	$1.52M	Buy	10,446 +10,320	+8,190%	+$1.44M	0.25%	110
2025 Q3	$17.4K	Hold	126	–	–	﹤0.01%	308
2025 Q2	$16.2K	Hold	126	–	–	﹤0.01%	301
2025 Q1	$14.6K	Hold	126	–	–	﹤0.01%	275
2024 Q4	$14.8K	Hold	126	–	–	﹤0.01%	276
2024 Q3	$15.1K	Hold	126	–	–	﹤0.01%	267
2024 Q2	$14.2K	Hold	126	–	–	﹤0.01%	264
2024 Q1	$13.9K	Sell	126 -126	-50%	-$13.3K	﹤0.01%	288
2023 Q4	$25.9K	Buy	252 +126	+100%	+$12.1K	0.01%	212
2023 Q3	$11.7K	Buy	+126	New	+$12.2K	﹤0.01%	211
2020 Q3	$15K	Buy	+189	New	+$15.2K	﹤0.01%	261

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 Group Advisors's VT Position: Q2 2026 in Review

Fortis Group Advisors increased its Vanguard Total World Stock ETF (VT) stake by 78% in Q2 2026, buying an estimated $2.84M and bringing the position to 42,390 shares worth $6.65M. The position accounts for 1.06% of the portfolio, ranked #21.

Fortis Group Advisors first reported a position in VT in Q3 2020 and has held it in 13 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Fortis Group Advisors held 42,390 shares of Vanguard Total World Stock ETF worth $6.65M as of Q2 2026.
Fortis Group Advisors bought 18,633 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $2.84M.
Vanguard Total World Stock ETF made up 1.06% of Fortis Group Advisors's portfolio in Q2 2026, its #21 holding.
Fortis Group Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2020 and has held it in 13 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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