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

Legacy 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 		$308K Hold
1,960
– – 0.03% 233
2026
Q1 		$271K Hold
1,960
– – 0.03% 215
2025
Q4 		$276K Buy
+1,960
New +$274K 0.03% 233
2025
Q2 		– Sell
-1,960
Closed -$227K – 399
2025
Q1 		$227K Buy
+1,960
New +$235K 0.02% 387
2019
Q3 		– Sell
-7
Closed -$1K – 322
2019
Q2 		$1K Hold
7
– – ﹤0.01% 361
2019
Q1 		$1K Buy
+7
New +$497 ﹤0.01% 399
2018
Q4 		– Sell
-7
Closed -$1K – 388
2018
Q3 		$1K Hold
7
– – ﹤0.01% 454
2018
Q2 		$1K Hold
7
– – ﹤0.01% 404
2018
Q1 		$1K Hold
7
– – ﹤0.01% 375
2017
Q4 		$0 Buy
+7
New +$509 ﹤0.01% 434

Other funds holding VT

SS
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
TF
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
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
AI
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

Legacy Advisors's VT Position: Q2 2026 in Review

Legacy Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 1,960 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #233.

Legacy Advisors first reported a position in VT in Q4 2017 and has held it in 10 quarters since. 433 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Legacy Advisors held 1,960 shares of Vanguard Total World Stock ETF worth $308K as of Q2 2026.
  • Legacy Advisors left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #233 holding.
  • Legacy Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2017 and has held it in 10 quarters since.
  • 433 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.