HWM
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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
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

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HRC Wealth Management's VT Position: Q2 2026 in Review

HRC Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 2.1% in Q2 2026, selling an estimated $53.6K and leaving 16,084 shares worth $2.52M. The position accounts for 1.03% of the portfolio, ranked #8.

HRC Wealth Management first reported a position in VT in Q4 2023 and has held it in 11 quarters since. 606 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • HRC Wealth Management held 16,084 shares of Vanguard Total World Stock ETF worth $2.52M as of Q2 2026.
  • HRC Wealth Management sold 351 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $53.6K.
  • Vanguard Total World Stock ETF made up 1.03% of HRC Wealth Management's portfolio in Q2 2026, its #8 holding.
  • HRC Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 606 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.