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 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

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

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. 1,321 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.
1,321 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.