FSM Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

FSM Wealth 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	$36.8M	Buy	234,194 +11,484	+5%	+$1.75M	3.91%	7
2026 Q1	$30.8M	Buy	222,710 +20,849	+10%	+$3M	3.96%	7
2025 Q4	$28.5M	Buy	201,861 +12,066	+6%	+$1.69M	3.89%	6
2025 Q3	$26.2M	Buy	189,795 +7,661	+4%	+$1.02M	3.7%	6
2025 Q2	$23.4M	Buy	182,134 +23,354	+15%	+$2.79M	3.81%	6
2025 Q1	$18.4M	Buy	158,780 +2,499	+2%	+$299K	4.14%	6
2024 Q4	$18.5M	Buy	156,281 +8,371	+6%	+$1M	4.53%	5
2024 Q3	$17.7M	Buy	147,910 +12,327	+9%	+$1.42M	4.7%	5
2024 Q2	$15.3M	Buy	135,583 +11,393	+9%	+$1.26M	5.12%	3
2024 Q1	$13.7M	Buy	124,190 +34,086	+38%	+$3.6M	4.87%	3
2023 Q4	$9.27M	Buy	90,104 +6,572	+8%	+$632K	3.94%	6
2023 Q3	$7.78M	Sell	83,532 -1,993	-2%	-$193K	3.92%	5
2023 Q2	$8.29M	Buy	85,525 +10,060	+13%	+$943K	4.16%	2
2023 Q1	$6.95M	Buy	75,465 +16,978	+29%	+$1.54M	4.03%	2
2022 Q4	$5.04M	Buy	58,487 +7,701	+15%	+$658K	3.59%	4
2022 Q3	$4.01M	Buy	50,786 +5,240	+12%	+$460K	3.33%	6
2022 Q2	$4.17M	Buy	+45,546	New	+$4.21M	4.13%	3

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

FSM Wealth Advisors's VT Position: Q2 2026 in Review

FSM Wealth Advisors increased its Vanguard Total World Stock ETF (VT) stake by 5.2% in Q2 2026, buying an estimated $1.75M and bringing the position to 234,194 shares worth $36.8M. The position accounts for 3.91% of the portfolio, ranked #7.

FSM Wealth Advisors first reported a position in VT in Q2 2022 and has held it in 17 quarters since. 1,314 funds tracked by Wall St. Rank hold VT as of Q2 2026.

FSM Wealth Advisors held 234,194 shares of Vanguard Total World Stock ETF worth $36.8M as of Q2 2026.
FSM Wealth Advisors bought 11,484 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.75M.
Vanguard Total World Stock ETF made up 3.91% of FSM Wealth Advisors's portfolio in Q2 2026, its #7 holding.
FSM Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2022 and has held it in 17 quarters since.
1,314 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.