Lincoln Capital’s Vanguard Total World Stock ETF VT Stock Holding History

Lincoln Capital’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	$791K	Buy	5,010 +64	+1%	+$10.2K	0.14%	75
2026 Q2	$776K	Buy	4,946 +896	+22%	+$137K	0.14%	75
2026 Q1	$560K	Buy	4,050 +33	+0.8%	+$4.75K	0.11%	88
2025 Q4	$567K	Buy	4,017 +782	+24%	+$109K	0.1%	90
2025 Q3	$450K	Buy	3,235 +350	+12%	+$46.5K	0.08%	96
2025 Q2	$371K	Buy	2,885 +193	+7%	+$23.1K	0.07%	100
2025 Q1	$301K	Buy	+2,692	New	+$322K	0.06%	102

Other funds holding VT

GWM

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

PAM

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

PPF

Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

ANBOT

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

Lincoln Capital's VT Position: Q3 2026 in Review

Lincoln Capital increased its Vanguard Total World Stock ETF (VT) stake by 1.3% in Q3 2026, buying an estimated $10.2K and bringing the position to 5,010 shares worth $791K. The position accounts for 0.14% of the portfolio, ranked #75.

Lincoln Capital first reported a position in VT in Q1 2025 and has held it in 7 quarters since. 99 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Lincoln Capital held 5,010 shares of Vanguard Total World Stock ETF worth $791K as of Q3 2026.
Lincoln Capital bought 64 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $10.2K.
Vanguard Total World Stock ETF made up 0.14% of Lincoln Capital's portfolio in Q3 2026, its #75 holding.
Lincoln Capital first reported a position in Vanguard Total World Stock ETF in Q1 2025 and has held it in 7 quarters since.
99 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Lincoln Capital's 13F filing for Q3 2026, filed 9 Oct 2026.