Kingsview Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.69M | Buy |
41,106
+1,778
| +5% | +$256K | 0.08% | 274 |
|
|
2025
Q4 | $5.55M | Sell |
39,328
-866
| -2% | -$121K | 0.08% | 258 |
|
|
2025
Q3 | $5.54M | Buy |
40,194
+2,110
| +6% | +$280K | 0.08% | 247 |
|
|
2025
Q2 | $4.89M | Sell |
38,084
-363
| -0.9% | -$43.4K | 0.08% | 255 |
|
|
2025
Q1 | $4.46M | Sell |
38,447
-7,398
| -16% | -$885K | 0.08% | 231 |
|
|
2024
Q4 | $5.39M | Sell |
45,845
-1,526
| -3% | -$183K | 0.1% | 195 |
|
|
2024
Q3 | $5.67M | Buy |
47,371
+7,812
| +20% | +$898K | 0.12% | 178 |
|
|
2024
Q2 | $4.46M | Buy |
39,559
+12,398
| +46% | +$1.37M | 0.11% | 195 |
|
|
2024
Q1 | $3M | Buy |
27,161
+4,893
| +22% | +$517K | 0.08% | 247 |
|
|
2023
Q4 | $2.29M | Buy |
22,268
+5,190
| +30% | +$499K | 0.07% | 249 |
|
|
2023
Q3 | $1.59M | Buy |
17,078
+2,800
| +20% | +$272K | 0.06% | 336 |
|
|
2023
Q2 | $1.38M | Buy |
14,278
+5,513
| +63% | +$517K | 0.05% | 318 |
|
|
2023
Q1 | $807K | Buy |
8,765
+2,267
| +35% | +$205K | 0.03% | 450 |
|
|
2022
Q4 | $560K | Buy |
6,498
+1,781
| +38% | +$152K | 0.02% | 478 |
|
|
2022
Q3 | $372K | Sell |
4,717
-367
| -7% | -$32.2K | 0.02% | 578 |
|
|
2022
Q2 | $434K | Buy |
5,084
+198
| +4% | +$18.3K | 0.02% | 567 |
|
|
2022
Q1 | $495K | Buy |
4,886
+534
| +12% | +$54.1K | 0.02% | 575 |
|
|
2021
Q4 | $468K | Buy |
4,352
+55
| +1% | +$5.84K | 0.02% | 594 |
|
|
2021
Q3 | $438K | Buy |
4,297
+211
| +5% | +$22.1K | 0.02% | 583 |
|
|
2021
Q2 | $425K | Buy |
4,086
+546
| +15% | +$55.7K | 0.02% | 602 |
|
|
2021
Q1 | $349K | Buy |
+3,540
| New | +$340K | 0.02% | 598 |
|
|
2019
Q4 | – | Sell |
-2,775
| Closed | -$208K | – | 532 |
|
|
2019
Q3 | $208K | Sell |
2,775
-500
| -15% | -$37.4K | 0.03% | 402 |
|
|
2019
Q2 | $246K | Sell |
3,275
-2,187
| -40% | -$162K | 0.04% | 360 |
|
|
2019
Q1 | $400K | Buy |
5,462
+1,800
| +49% | +$128K | 0.06% | 301 |
|
|
2018
Q4 | $240K | Sell |
3,662
-84
| -2% | -$5.88K | 0.05% | 317 |
|
|
2018
Q3 | $284K | Buy |
3,746
+74
| +2% | +$5.57K | 0.06% | 293 |
|
|
2018
Q2 | $269K | Buy |
3,672
+35
| +1% | +$2.61K | 0.06% | 277 |
|
|
2018
Q1 | $268K | Buy |
3,637
+136
| +4% | +$10.3K | 0.07% | 270 |
|
|
2017
Q4 | $260K | Buy |
3,501
+247
| +8% | +$17.9K | 0.09% | 262 |
|
|
2017
Q3 | $230K | Buy |
3,254
+69
| +2% | +$4.78K | 0.1% | 246 |
|
|
2017
Q2 | $215K | Buy |
+3,185
| New | +$213K | 0.11% | 231 |
|
Other funds holding VT
RIM
CA
Kingsview Wealth Management's VT Position: Q1 2026 in Review
Kingsview Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 4.5% in Q1 2026, buying an estimated $256K and bringing the position to 41,106 shares worth $5.69M. The position accounts for 0.08% of the portfolio, ranked #274.
Kingsview Wealth Management first reported a position in VT in Q2 2017 and has held it in 31 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.
- Kingsview Wealth Management held 41,106 shares of Vanguard Total World Stock ETF worth $5.69M as of Q1 2026.
- Kingsview Wealth Management bought 1,778 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $256K.
- Vanguard Total World Stock ETF made up 0.08% of Kingsview Wealth Management's portfolio in Q1 2026, its #274 holding.
- Kingsview Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2017 and has held it in 31 quarters since.
- 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.
Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.