HWA
VT icon

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

Heritage 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 		$25.8M Sell
164,556
-225
-0.1% -$34.3K 0.89% 24
2026
Q1 		$22.8M Sell
164,781
-13,565
-8% -$1.95M 0.89% 26
2025
Q4 		$25.2M Hold
178,346
– – 0.96% 27
2025
Q3 		$24.6M Buy
178,346
+151
+0.1% +$20.1K 1.08% 26
2025
Q2 		$22.9M Buy
178,195
+14,033
+9% +$1.68M 1.09% 26
2025
Q1 		$19M Sell
164,162
-20
-0% -$2.39K 0.96% 26
2024
Q4 		$19.3M Sell
164,182
-24,130
-13% -$2.9M 0.96% 28
2024
Q3 		$22.5M Buy
188,312
+156
+0.1% +$17.9K 1.06% 28
2024
Q2 		$21.2M Buy
188,156
+229
+0.1% +$25.3K 0.96% 30
2024
Q1 		$20.8M Buy
187,927
+156
+0.1% +$16.5K 0.95% 30
2023
Q4 		$19.3M Buy
187,771
+187,566
+91,496% +$18M 0.96% 30
2023
Q3 		$19.1K Hold
205
– – ﹤0.01% 384
2023
Q2 		$19.9K Hold
205
– – ﹤0.01% 402
2023
Q1 		$18.9K Hold
205
– – ﹤0.01% 404
2022
Q4 		$17.7K Hold
205
– – ﹤0.01% 419
2022
Q3 		$16.2K Hold
205
– – ﹤0.01% 395
2022
Q2 		$17K Hold
205
– – ﹤0.01% 436
2022
Q1 		$21K Hold
205
– – ﹤0.01% 393
2021
Q4 		$22K Hold
205
– – ﹤0.01% 399
2021
Q3 		$20.9K Hold
205
– – ﹤0.01% 401
2021
Q2 		$21.2K Hold
205
– – ﹤0.01% 409
2021
Q1 		$19.9K Hold
205
– – ﹤0.01% 419
2020
Q4 		$19K Hold
205
– – ﹤0.01% 414
2020
Q3 		$16.5K Hold
205
– – ﹤0.01% 366
2020
Q2 		$15.3K Hold
205
– – ﹤0.01% 355
2020
Q1 		$12.9K Hold
205
– – ﹤0.01% 357
2019
Q4 		$16.6K Hold
205
– – ﹤0.01% 389
2019
Q3 		$15K Buy
+205
New +$15.3K ﹤0.01% 367

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Heritage Wealth Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 0.14% in Q2 2026, selling an estimated $34.3K and leaving 164,556 shares worth $25.8M. The position accounts for 0.89% of the portfolio, ranked #24.

Heritage Wealth Advisors first reported a position in VT in Q3 2019 and has held it in 28 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Heritage Wealth Advisors held 164,556 shares of Vanguard Total World Stock ETF worth $25.8M as of Q2 2026.
  • Heritage Wealth Advisors sold 225 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $34.3K.
  • Vanguard Total World Stock ETF made up 0.89% of Heritage Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Heritage Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.