Krilogy Financial’s Vanguard Total World Stock ETF VT Stock Holding History

Krilogy Financial’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	$1.51M	Buy	9,651 +2	+0%	+$305	0.04%	288
2026 Q1	$1.44M	Hold	9,649	–	–	0.05%	273
2025 Q4	$1.41M	Sell	9,649 -1	-0%	-$140	0.05%	271
2025 Q3	$1.35M	Buy	+9,650	New	+$1.28M	0.05%	264
2018 Q4	–	Sell	-664	Closed	-$50K	–	670
2018 Q3	$50K	Buy	+664	New	+$50K	0.01%	312
2018 Q2	–	Sell	-664	Closed	-$49K	–	621
2018 Q1	$49K	Buy	664 +136	+26%	+$10.3K	0.01%	334
2017 Q4	$39K	Hold	528	–	–	0.01%	353
2017 Q3	$37K	Buy	+528	New	+$36.6K	0.01%	390

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

Krilogy Financial's VT Position: Q2 2026 in Review

Krilogy Financial increased its Vanguard Total World Stock ETF (VT) stake by 0.02% in Q2 2026, buying an estimated $305 and bringing the position to 9,651 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #288.

Krilogy Financial first reported a position in VT in Q3 2017 and has held it in 8 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Krilogy Financial held 9,651 shares of Vanguard Total World Stock ETF worth $1.51M as of Q2 2026.
Krilogy Financial bought 2 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $305.
Vanguard Total World Stock ETF made up 0.04% of Krilogy Financial's portfolio in Q2 2026, its #288 holding.
Krilogy Financial first reported a position in Vanguard Total World Stock ETF in Q3 2017 and has held it in 8 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.