LGL Partners’s Vanguard Total World Stock ETF VT Stock Holding History

LGL Partners’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	$657K	Buy	4,184 +15	+0.4%	+$2.29K	0.24%	32
2026 Q1	$577K	Buy	4,169 +10	+0.2%	+$1.44K	0.24%	37
2025 Q4	$587K	Buy	4,159 +33	+0.8%	+$4.61K	0.25%	32
2025 Q3	$569K	Buy	4,126 +14	+0.3%	+$1.86K	0.24%	33
2025 Q2	$539K	Buy	4,112 +19	+0.5%	+$2.27K	0.24%	34
2025 Q1	$475K	Buy	4,093 +14	+0.3%	+$1.68K	0.23%	38
2024 Q4	$479K	Buy	4,079 +30	+0.7%	+$3.6K	0.07%	75
2024 Q3	$485K	Buy	4,049 +14	+0.3%	+$1.61K	0.07%	73
2024 Q2	$454K	Buy	4,035 +21	+0.5%	+$2.32K	0.07%	74
2024 Q1	$444K	Buy	4,014 +15	+0.4%	+$1.59K	0.07%	74
2023 Q4	$411K	Buy	3,999 +31	+0.8%	+$2.98K	0.06%	74
2023 Q3	$370K	Buy	3,968 +17	+0.4%	+$1.65K	0.06%	76
2023 Q2	$383K	Buy	3,951 +26	+0.7%	+$2.44K	0.07%	78
2023 Q1	$361K	Buy	3,925 +13	+0.3%	+$1.18K	0.06%	74
2022 Q4	$337K	Buy	3,912 +28	+0.7%	+$2.39K	0.06%	71
2022 Q3	$306K	Buy	3,884 +19	+0.5%	+$1.67K	0.06%	92
2022 Q2	$330K	Buy	3,865 +9	+0.2%	+$832	0.05%	76
2022 Q1	$391K	Buy	3,856 +4	+0.1%	+$405	0.05%	70
2021 Q4	$414K	Buy	3,852 +10	+0.3%	+$1.06K	0.05%	72
2021 Q3	$391K	Buy	3,842 +5	+0.1%	+$524	0.24%	59
2021 Q2	$398K	Buy	3,837 +7	+0.2%	+$714	0.24%	58
2021 Q1	$373K	Buy	3,830 +3	+0.1%	+$288	0.21%	60
2020 Q4	$354K	Buy	+3,827	New	+$332K	0.2%	63

Other funds holding VT

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

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

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

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 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LGL Partners's VT Position: Q2 2026 in Review

LGL Partners increased its Vanguard Total World Stock ETF (VT) stake by 0.36% in Q2 2026, buying an estimated $2.29K and bringing the position to 4,184 shares worth $657K. The position accounts for 0.24% of the portfolio, ranked #32.

LGL Partners first reported a position in VT in Q4 2020 and has held it in 23 quarters since. 631 funds tracked by Wall St. Rank hold VT as of Q2 2026.

LGL Partners held 4,184 shares of Vanguard Total World Stock ETF worth $657K as of Q2 2026.
LGL Partners bought 15 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $2.29K.
Vanguard Total World Stock ETF made up 0.24% of LGL Partners's portfolio in Q2 2026, its #32 holding.
LGL Partners first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 23 quarters since.
631 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.