LA
VT icon

Latitude Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Latitude 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 		$1.72M Buy
10,939
+1,580
+17% +$241K 0.68% 33
2026
Q1 		$1.29M Buy
9,359
+2,845
+44% +$409K 0.59% 41
2025
Q4 		$919K Buy
6,514
+651
+11% +$91K 0.4% 62
2025
Q3 		$808K Buy
5,863
+2,517
+75% +$334K 0.37% 69
2025
Q2 		$430K Buy
3,346
+740
+28% +$88.5K 0.22% 105
2025
Q1 		$302K Buy
+2,606
New +$312K 0.18% 135

Other funds holding VT

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Latitude Advisors's VT Position: Q2 2026 in Review

Latitude Advisors increased its Vanguard Total World Stock ETF (VT) stake by 17% in Q2 2026, buying an estimated $241K and bringing the position to 10,939 shares worth $1.72M. The position accounts for 0.68% of the portfolio, ranked #33.

Latitude Advisors first reported a position in VT in Q1 2025 and has held it in 6 quarters since. 606 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Latitude Advisors held 10,939 shares of Vanguard Total World Stock ETF worth $1.72M as of Q2 2026.
  • Latitude Advisors bought 1,580 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $241K.
  • Vanguard Total World Stock ETF made up 0.68% of Latitude Advisors's portfolio in Q2 2026, its #33 holding.
  • Latitude Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2025 and has held it in 6 quarters since.
  • 606 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.