L.K. Benson & Company’s Vanguard Total World Stock ETF VT Stock Holding History

L.K. Benson & Company’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	$2.14M	Buy	13,632 +486	+4%	+$74.2K	0.65%	24
2026 Q1	$1.82M	Buy	13,146 +230	+2%	+$33.1K	0.6%	26
2025 Q4	$1.82M	Buy	12,916 +1,133	+10%	+$158K	0.91%	24
2025 Q3	$1.62M	Sell	11,783 -627	-5%	-$83.3K	0.88%	23
2025 Q2	$1.59M	Buy	12,410 +285	+2%	+$34.1K	0.98%	23
2025 Q1	$1.41M	Buy	12,125 +561	+5%	+$67.1K	0.97%	27
2024 Q4	$1.36M	Buy	+11,564	New	+$1.39M	0.96%	25

Other funds holding VT

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

TCK

Topor & Co Korea Seoul $127M AUM

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

L.K. Benson & Company's VT Position: Q2 2026 in Review

L.K. Benson & Company increased its Vanguard Total World Stock ETF (VT) stake by 3.7% in Q2 2026, buying an estimated $74.2K and bringing the position to 13,632 shares worth $2.14M. The position accounts for 0.65% of the portfolio, ranked #24.

L.K. Benson & Company first reported a position in VT in Q4 2024 and has held it in 7 quarters since. 433 funds tracked by Wall St. Rank hold VT as of Q2 2026.

L.K. Benson & Company held 13,632 shares of Vanguard Total World Stock ETF worth $2.14M as of Q2 2026.
L.K. Benson & Company bought 486 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $74.2K.
Vanguard Total World Stock ETF made up 0.65% of L.K. Benson & Company's portfolio in Q2 2026, its #24 holding.
L.K. Benson & Company first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
433 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.