Kingswood Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Kingswood Wealth Advisors’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	$4.06M	Buy	25,870 +100	+0.4%	+$15.3K	0.16%	145
2026 Q1	$3.56M	Sell	25,770 -98	-0.4%	-$14.1K	0.17%	141
2025 Q4	$3.65M	Buy	25,868 +13,015	+101%	+$1.82M	0.18%	131
2025 Q3	$1.77M	Buy	12,853 +36	+0.3%	+$4.78K	0.11%	197
2025 Q2	$1.65M	Buy	12,817 +507	+4%	+$60.6K	0.13%	170
2025 Q1	$1.43M	Sell	12,310 -11,977	-49%	-$1.43M	0.13%	182
2024 Q4	$2.85M	Buy	24,287 +12,151	+100%	+$1.46M	0.21%	106
2024 Q3	$1.45M	Buy	12,136 +1	+0%	+$115	0.1%	225
2024 Q2	$1.37M	Hold	12,135	–	–	0.12%	180
2024 Q1	$1.34M	Sell	12,135 -78	-0.6%	-$8.25K	0.15%	156
2023 Q4	$1.26M	Buy	12,213 +5,763	+89%	+$555K	0.14%	168
2023 Q3	$600K	Sell	6,450 -4,050	-39%	-$393K	0.1%	210
2023 Q2	$1.02M	Buy	+10,500	New	+$984K	0.32%	82

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

Kingswood Wealth Advisors's VT Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Vanguard Total World Stock ETF (VT) stake by 0.39% in Q2 2026, buying an estimated $15.3K and bringing the position to 25,870 shares worth $4.06M. The position accounts for 0.16% of the portfolio, ranked #145.

Kingswood Wealth Advisors first reported a position in VT in Q2 2023 and has held it in 13 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Kingswood Wealth Advisors held 25,870 shares of Vanguard Total World Stock ETF worth $4.06M as of Q2 2026.
Kingswood Wealth Advisors bought 100 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $15.3K.
Vanguard Total World Stock ETF made up 0.16% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #145 holding.
Kingswood Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2023 and has held it in 13 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.