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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
Q3 		$2.13M Buy
13,495
+2,556
+23% +$405K 0.66% 28
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Latitude Advisors's VT Position: Q3 2026 in Review

Latitude Advisors increased its Vanguard Total World Stock ETF (VT) stake by 23% in Q3 2026, buying an estimated $405K and bringing the position to 13,495 shares worth $2.13M. The position accounts for 0.66% of the portfolio, ranked #28.

Latitude Advisors first reported a position in VT in Q1 2025 and has held it in 7 quarters since. 865 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Latitude Advisors held 13,495 shares of Vanguard Total World Stock ETF worth $2.13M as of Q3 2026.
  • Latitude Advisors bought 2,556 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $405K.
  • Vanguard Total World Stock ETF made up 0.66% of Latitude Advisors's portfolio in Q3 2026, its #28 holding.
  • Latitude Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2025 and has held it in 7 quarters since.
  • 865 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.