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

Geometric 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	$529K	Hold	3,372	–	–	0.06%	57
2026 Q1	$466K	Hold	3,372	–	–	0.06%	54
2025 Q4	$476K	Buy	3,372 +1	+0%	+$140	0.06%	54
2025 Q3	$465K	Hold	3,371	–	–	0.06%	51
2025 Q2	$433K	Sell	3,371 -18	-0.5%	-$2.15K	0.06%	52
2025 Q1	$393K	Buy	3,389 +83	+3%	+$9.93K	0.07%	54
2024 Q4	$388K	Hold	3,306	–	–	0.07%	50
2024 Q3	$396K	Buy	3,306 +676	+26%	+$77.7K	0.07%	49
2024 Q2	$296K	Hold	2,630	–	–	0.06%	50
2024 Q1	$291K	Hold	2,630	–	–	0.07%	38
2023 Q4	$271K	Hold	2,630	–	–	0.07%	37
2023 Q3	$245K	Hold	2,630	–	–	0.08%	33
2023 Q2	$260K	Hold	2,630	–	–	0.08%	31
2023 Q1	$244K	Hold	2,630	–	–	0.09%	32
2022 Q4	$227K	Hold	2,630	–	–	0.09%	31
2022 Q3	$207K	Hold	2,630	–	–	0.1%	29
2022 Q2	$224K	Sell	2,630 -66	-2%	-$6.1K	0.11%	32
2022 Q1	$273K	Buy	+2,696	New	+$273K	0.82%	26

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

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

Geometric Wealth Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 3,372 shares worth $529K. The position accounts for 0.06% of the portfolio, ranked #57.

Geometric Wealth Advisors first reported a position in VT in Q1 2022 and has held it in 18 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Geometric Wealth Advisors held 3,372 shares of Vanguard Total World Stock ETF worth $529K as of Q2 2026.
Geometric Wealth Advisors left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.06% of Geometric Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Geometric Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2022 and has held it in 18 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.