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

Genesis 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	$385K	Hold	2,450	–	–	0.23%	47
2026 Q1	$339K	Sell	2,450 -25	-1%	-$3.6K	0.23%	44
2025 Q4	$349K	Hold	2,475	–	–	0.24%	44
2025 Q3	$341K	Hold	2,475	–	–	0.24%	43
2025 Q2	$318K	Hold	2,475	–	–	0.24%	44
2025 Q1	$287K	Sell	2,475 -50	-2%	-$5.98K	0.23%	44
2024 Q4	$297K	Buy	+2,525	New	+$303K	0.26%	46
2015 Q2	$2.55M	Sell	41,530 -8,988	-18%	-$569K	2.08%	15
2015 Q1	$3.11M	Sell	50,518 -9,895	-16%	-$604K	2.59%	11
2014 Q4	$3.79M	Buy	+60,413	New	+$3.63M	3.01%	7

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

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

Genesis Wealth Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 2,450 shares worth $385K. The position accounts for 0.23% of the portfolio, ranked #47.

Genesis Wealth Advisors first reported a position in VT in Q4 2014 and has held it in 10 quarters since. The position peaked at $3.79M in Q4 2014. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Genesis Wealth Advisors held 2,450 shares of Vanguard Total World Stock ETF worth $385K as of Q2 2026.
Genesis Wealth Advisors left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.23% of Genesis Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Genesis Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2014 and has held it in 10 quarters since.
Genesis Wealth Advisors's Vanguard Total World Stock ETF position peaked at $3.79M in Q4 2014.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.