HRC Wealth Management
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HRC Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

HRC Wealth Management’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 		$2.51M Sell
15,885
-199
-1% -$31.6K 1% 10
2026
Q2 		$2.52M Sell
16,084
-351
-2% -$53.6K 1.03% 8
2026
Q1 		$2.27M Buy
16,435
+140
+0.9% +$20.1K 1.07% 8
2025
Q4 		$2.3M Buy
16,295
+423
+3% +$59.1K 1.1% 8
2025
Q3 		$2.19M Buy
15,872
+466
+3% +$61.9K 1.07% 8
2025
Q2 		$1.98M Sell
15,406
-228
-1% -$27.3K 1.06% 8
2025
Q1 		$1.81M Sell
15,634
-2,258
-13% -$270K 1.12% 8
2024
Q4 		$2.1M Buy
17,892
+749
+4% +$89.9K 1.25% 8
2024
Q3 		$2.05M Sell
17,143
-263
-2% -$30.2K 1.33% 8
2024
Q2 		$1.96M Buy
17,406
+851
+5% +$93.8K 1.34% 8
2024
Q1 		$1.83M Sell
16,555
-2,447
-13% -$259K 1.34% 8
2023
Q4 		$1.95M Buy
+19,002
New +$1.83M 1.68% 7

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Bernzott Capital Advisors
Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

HRC Wealth Management's VT Position: Q3 2026 in Review

HRC Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 1.2% in Q3 2026, selling an estimated $31.6K and leaving 15,885 shares worth $2.51M. The position accounts for 1% of the portfolio, ranked #10.

HRC Wealth Management first reported a position in VT in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.52M in Q2 2026. 587 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • HRC Wealth Management held 15,885 shares of Vanguard Total World Stock ETF worth $2.51M as of Q3 2026.
  • HRC Wealth Management sold 199 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $31.6K.
  • Vanguard Total World Stock ETF made up 1% of HRC Wealth Management's portfolio in Q3 2026, its #10 holding.
  • HRC Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 12 quarters since.
  • HRC Wealth Management's Vanguard Total World Stock ETF position peaked at $2.52M in Q2 2026.
  • 587 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.