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HTG Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

HTG Investment 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 		$2.61M Buy
16,636
+627
+4% +$95.7K 0.67% 27
2026
Q1 		$2.21M Sell
16,009
-316
-2% -$45.5K 0.63% 29
2025
Q4 		$2.3M Sell
16,325
-1,294
-7% -$181K 0.71% 29
2025
Q3 		$2.43M Buy
17,619
+1,738
+11% +$231K 0.82% 25
2025
Q2 		$2.04M Buy
15,881
+578
+4% +$69.1K 0.76% 26
2025
Q1 		$1.77M Buy
15,303
+1,037
+7% +$124K 0.74% 26
2024
Q4 		$1.68M Sell
14,266
-305
-2% -$36.6K 0.77% 26
2024
Q3 		$1.74M Sell
14,571
-12
-0.1% -$1.38K 0.82% 25
2024
Q2 		$1.64M Buy
14,583
+520
+4% +$57.3K 0.89% 25
2024
Q1 		$1.55M Buy
14,063
+573
+4% +$60.6K 0.9% 24
2023
Q4 		$1.39M Buy
13,490
+1,034
+8% +$99.5K 0.91% 22
2023
Q3 		$1.16M Buy
12,456
+249
+2% +$24.2K 0.93% 23
2023
Q2 		$1.18M Buy
12,207
+1,798
+17% +$169K 0.98% 23
2023
Q1 		$959K Buy
10,409
+304
+3% +$27.5K 0.87% 23
2022
Q4 		$871K Buy
+10,105
New +$863K 0.88% 25

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

HTG Investment Advisors's VT Position: Q2 2026 in Review

HTG Investment Advisors increased its Vanguard Total World Stock ETF (VT) stake by 3.9% in Q2 2026, buying an estimated $95.7K and bringing the position to 16,636 shares worth $2.61M. The position accounts for 0.67% of the portfolio, ranked #27.

HTG Investment Advisors first reported a position in VT in Q4 2022 and has held it in 15 quarters since. 1,319 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • HTG Investment Advisors held 16,636 shares of Vanguard Total World Stock ETF worth $2.61M as of Q2 2026.
  • HTG Investment Advisors bought 627 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $95.7K.
  • Vanguard Total World Stock ETF made up 0.67% of HTG Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • HTG Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,319 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.