GC Wealth Management RIA’s Vanguard Total World Stock ETF VT Stock Holding History

GC Wealth Management RIA’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	$3.44M	Sell	21,935 -1,639	-7%	-$250K	0.2%	94
2026 Q1	$3.26M	Buy	23,574 +1,294	+6%	+$186K	0.14%	113
2025 Q4	$3.14M	Sell	22,280 -494	-2%	-$69.1K	0.12%	118
2025 Q3	$3.14M	Sell	22,774 -3,212	-12%	-$427K	0.1%	151
2025 Q2	$3.34M	Buy	25,986 +917	+4%	+$110K	0.27%	79
2025 Q1	$2.91M	Hold	25,069	–	–	0.53%	44
2024 Q4	$2.95M	Buy	25,069 +1	+0%	+$120	0.52%	40
2024 Q3	$3M	Hold	25,068	–	–	0.52%	39
2024 Q2	$2.82M	Sell	25,068 -23,618	-49%	-$2.6M	0.56%	32
2024 Q1	$5.38M	Sell	48,686 -1,229	-2%	-$130K	1.08%	19
2023 Q4	$5.14M	Buy	+49,915	New	+$4.8M	2.31%	6

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

GC Wealth Management RIA's VT Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Vanguard Total World Stock ETF (VT) stake by 7% in Q2 2026, selling an estimated $250K and leaving 21,935 shares worth $3.44M. The position accounts for 0.2% of the portfolio, ranked #94.

GC Wealth Management RIA first reported a position in VT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.38M in Q1 2024. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

GC Wealth Management RIA held 21,935 shares of Vanguard Total World Stock ETF worth $3.44M as of Q2 2026.
GC Wealth Management RIA sold 1,639 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $250K.
Vanguard Total World Stock ETF made up 0.2% of GC Wealth Management RIA's portfolio in Q2 2026, its #94 holding.
GC Wealth Management RIA first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's Vanguard Total World Stock ETF position peaked at $5.38M in Q1 2024.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.