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Harpswell Capital Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Harpswell Capital 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
Q3 		$4.57M Sell
28,938
-15,642
-35% -$2.48M 3% 9
2026
Q2 		$7M Buy
44,580
+1,407
+3% +$215K 4.49% 6
2026
Q1 		$5.97M Sell
43,173
-1,103
-2% -$159K 4.45% 6
2025
Q4 		$6.25M Buy
44,276
+4,132
+10% +$578K 4.95% 5
2025
Q3 		$5.53M Buy
+40,144
New +$5.33M 5.28% 5

Other funds holding VT

GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Harpswell Capital Advisors's VT Position: Q3 2026 in Review

Harpswell Capital Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 35% in Q3 2026, selling an estimated $2.48M and leaving 28,938 shares worth $4.57M. The position accounts for 3% of the portfolio, ranked #9.

Harpswell Capital Advisors first reported a position in VT in Q3 2025 and has held it in 5 quarters since. The position peaked at $7M in Q2 2026. 63 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Harpswell Capital Advisors held 28,938 shares of Vanguard Total World Stock ETF worth $4.57M as of Q3 2026.
  • Harpswell Capital Advisors sold 15,642 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $2.48M.
  • Vanguard Total World Stock ETF made up 3% of Harpswell Capital Advisors's portfolio in Q3 2026, its #9 holding.
  • Harpswell Capital Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 5 quarters since.
  • Harpswell Capital Advisors's Vanguard Total World Stock ETF position peaked at $7M in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.