Kathmere Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

Kathmere Capital 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	$2.68M	Buy	17,078 +7,578	+80%	+$1.16M	0.14%	119
2026 Q1	$1.31M	Buy	9,500 +322	+4%	+$46.3K	0.08%	173
2025 Q4	$1.29M	Buy	9,178 +118	+1%	+$16.5K	0.09%	156
2025 Q3	$1.25M	Buy	9,060 +51	+0.6%	+$6.78K	0.09%	148
2025 Q2	$1.16M	Buy	9,009 +131	+1%	+$15.7K	0.09%	153
2025 Q1	$1.03M	Sell	8,878 -383	-4%	-$45.8K	0.09%	145
2024 Q4	$1.09M	Buy	9,261 +7,093	+327%	+$851K	0.1%	132
2024 Q3	$259K	Buy	+2,168	New	+$249K	0.02%	313
2021 Q1	–	Sell	-326	Closed	-$30K	–	400
2020 Q4	$30K	Buy	326 +2	+0.6%	+$173	0.01%	266
2020 Q3	$26K	Buy	+324	New	+$26K	0.01%	258

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Kathmere Capital Management's VT Position: Q2 2026 in Review

Kathmere Capital Management increased its Vanguard Total World Stock ETF (VT) stake by 80% in Q2 2026, buying an estimated $1.16M and bringing the position to 17,078 shares worth $2.68M. The position accounts for 0.14% of the portfolio, ranked #119.

Kathmere Capital Management first reported a position in VT in Q3 2020 and has held it in 10 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Kathmere Capital Management held 17,078 shares of Vanguard Total World Stock ETF worth $2.68M as of Q2 2026.
Kathmere Capital Management bought 7,578 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.16M.
Vanguard Total World Stock ETF made up 0.14% of Kathmere Capital Management's portfolio in Q2 2026, its #119 holding.
Kathmere Capital Management first reported a position in Vanguard Total World Stock ETF in Q3 2020 and has held it in 10 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.