HWP
VT icon

Highline Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Highline Wealth Partners’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 		– Sell
-280
Closed -$43.9K – 1537
2026
Q2 		$43.9K Buy
+280
New +$42.7K 0.01% 247
2024
Q3 		– Sell
-195
Closed -$22K – 643
2024
Q2 		$22K Hold
195
– – 0.01% 167
2024
Q1 		$21.5K Buy
+195
New +$20.6K 0.01% 168

Other funds holding VT

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Highline Wealth Partners's VT Position: Q3 2026 in Review

Highline Wealth Partners sold out of Vanguard Total World Stock ETF (VT) in Q3 2026, closing a stake of 280 shares — an estimated $43.9K sold.

Highline Wealth Partners first reported a position in VT in Q1 2024 and held it in 3 quarters. The position peaked at $43.9K in Q2 2026. 306 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Highline Wealth Partners reported no remaining Vanguard Total World Stock ETF position as of Q3 2026 after selling out during the quarter.
  • Highline Wealth Partners sold 280 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $43.9K.
  • Highline Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q1 2024 and held it in 3 quarters.
  • Highline Wealth Partners's Vanguard Total World Stock ETF position peaked at $43.9K in Q2 2026.
  • 306 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.