IMA Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
Other funds holding VT
RIM
CA
BT
IMA Advisory Services's VT Position: Q2 2026 in Review
IMA Advisory Services increased its Vanguard Total World Stock ETF (VT) stake by 1,006% in Q2 2026, buying an estimated $4.58M and bringing the position to 33,012 shares worth $5.18M. The position accounts for 0.32% of the portfolio, ranked #69.
IMA Advisory Services first reported a position in VT in Q4 2024 and has held it in 7 quarters since. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.
- IMA Advisory Services held 33,012 shares of Vanguard Total World Stock ETF worth $5.18M as of Q2 2026.
- IMA Advisory Services bought 30,026 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $4.58M.
- Vanguard Total World Stock ETF made up 0.32% of IMA Advisory Services's portfolio in Q2 2026, its #69 holding.
- IMA Advisory Services first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
- 1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.