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International Assets Investment Management’s Vanguard Total World Stock ETF VT Stock Holding History

International Assets Investment 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 		$533K Buy
3,415
+668
+24% +$102K 0.03% 460
2026
Q1 		$384K Buy
2,747
+160
+6% +$23K 0.03% 545
2025
Q4 		$365K Buy
+2,587
New +$362K 0.03% 564
2024
Q4 		– Sell
-620,597
Closed -$7.72K – 1938
2024
Q3 		$7.72K Buy
620,597
+619,229
+45,265% +$71.2M 0.02% 474
2024
Q2 		$154K Buy
+1,368
New +$151K 0.01% 799
2024
Q1 		– Sell
-2,472
Closed -$254K – 835
2023
Q4 		$254K Sell
2,472
-6,674
-73% -$642K 0.03% 547
2023
Q3 		$627K Buy
9,146
+1,008
+12% +$97.9K 0.09% 224
2023
Q2 		$569K Buy
+8,138
New +$763K 0.08% 247

Other funds holding VT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCM
Permanent Capital Management Chicago, Illinois $747M AUM 17.94% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

International Assets Investment Management's VT Position: Q2 2026 in Review

International Assets Investment Management increased its Vanguard Total World Stock ETF (VT) stake by 24% in Q2 2026, buying an estimated $102K and bringing the position to 3,415 shares worth $533K. The position accounts for 0.03% of the portfolio, ranked #460.

International Assets Investment Management first reported a position in VT in Q2 2023 and has held it in 8 quarters since. The position peaked at $627K in Q3 2023. 1,044 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • International Assets Investment Management held 3,415 shares of Vanguard Total World Stock ETF worth $533K as of Q2 2026.
  • International Assets Investment Management bought 668 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Total World Stock ETF made up 0.03% of International Assets Investment Management's portfolio in Q2 2026, its #460 holding.
  • International Assets Investment Management first reported a position in Vanguard Total World Stock ETF in Q2 2023 and has held it in 8 quarters since.
  • International Assets Investment Management's Vanguard Total World Stock ETF position peaked at $627K in Q3 2023.
  • 1,044 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.