Heritage Investment Group’s Vanguard Total World Stock ETF VT Stock Holding History

Heritage Investment Group’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	$9.83M	Buy	62,652 +5,572	+10%	+$850K	1.32%	17
2026 Q1	$7.9M	Buy	57,080 +2,826	+5%	+$406K	1.19%	19
2025 Q4	$7.65M	Buy	54,254 +2,705	+5%	+$378K	1.16%	18
2025 Q3	$7.1M	Buy	51,549 +1,876	+4%	+$249K	1.14%	18
2025 Q2	$6.38M	Buy	49,673 +2,129	+4%	+$255K	1.1%	19
2025 Q1	$5.51M	Buy	47,544 +2,618	+6%	+$313K	1.04%	17
2024 Q4	$5.28M	Buy	44,926 +3,382	+8%	+$406K	0.99%	18
2024 Q3	$4.97M	Buy	41,544 +1,421	+4%	+$163K	0.95%	17
2024 Q2	$4.52M	Buy	40,123 +3,030	+8%	+$334K	0.93%	16
2024 Q1	$4.1M	Buy	37,093 +1,705	+5%	+$180K	0.84%	16
2023 Q4	$3.64M	Buy	35,388 +2,892	+9%	+$278K	0.81%	17
2023 Q3	$3.03M	Buy	32,496 +30,082	+1,246%	+$2.92M	0.83%	16
2023 Q2	$234K	Buy	+2,414	New	+$226K	0.07%	79

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

Heritage Investment Group's VT Position: Q2 2026 in Review

Heritage Investment Group increased its Vanguard Total World Stock ETF (VT) stake by 9.8% in Q2 2026, buying an estimated $850K and bringing the position to 62,652 shares worth $9.83M. The position accounts for 1.32% of the portfolio, ranked #17.

Heritage Investment Group first reported a position in VT in Q2 2023 and has held it in 13 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Heritage Investment Group held 62,652 shares of Vanguard Total World Stock ETF worth $9.83M as of Q2 2026.
Heritage Investment Group bought 5,572 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $850K.
Vanguard Total World Stock ETF made up 1.32% of Heritage Investment Group's portfolio in Q2 2026, its #17 holding.
Heritage Investment Group first reported a position in Vanguard Total World Stock ETF in Q2 2023 and has held it in 13 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.