Independent Wealth Network’s Vanguard Total World Stock ETF VT Stock Holding History

Independent Wealth Network’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	$279K	Buy	1,780 +53	+3%	+$8.09K	0.07%	258
2026 Q1	$239K	Buy	1,727 +99	+6%	+$14.2K	0.07%	251
2025 Q4	$230K	Buy	1,628 +52	+3%	+$7.27K	0.07%	244
2025 Q3	$217K	Buy	1,576 +10	+0.6%	+$1.33K	0.07%	248
2025 Q2	$201K	Buy	+1,566	New	+$187K	0.07%	246

Other funds holding VT

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

TCK

Topor & Co Korea Seoul $127M AUM

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Independent Wealth Network's VT Position: Q2 2026 in Review

Independent Wealth Network increased its Vanguard Total World Stock ETF (VT) stake by 3.1% in Q2 2026, buying an estimated $8.09K and bringing the position to 1,780 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #258.

Independent Wealth Network first reported a position in VT in Q2 2025 and has held it in 5 quarters since. 394 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Independent Wealth Network held 1,780 shares of Vanguard Total World Stock ETF worth $279K as of Q2 2026.
Independent Wealth Network bought 53 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $8.09K.
Vanguard Total World Stock ETF made up 0.07% of Independent Wealth Network's portfolio in Q2 2026, its #258 holding.
Independent Wealth Network first reported a position in Vanguard Total World Stock ETF in Q2 2025 and has held it in 5 quarters since.
394 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.