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LRI Investments’s Vanguard Total World Stock ETF VT Stock Holding History

LRI Investments’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 		$119K Sell
756
-189
-20% -$28.8K 0.01% 423
2026
Q1 		$131K Buy
945
+210
+29% +$30.2K 0.01% 362
2025
Q4 		$104K Buy
735
+3
+0.4% +$419 0.01% 409
2025
Q3 		$101K Buy
732
+3
+0.4% +$399 0.01% 411
2025
Q2 		$93.7K Buy
729
+69
+10% +$8.25K 0.01% 443
2025
Q1 		$76.5K Buy
660
+14
+2% +$1.68K 0.01% 462
2024
Q4 		$75.9K Buy
646
+4
+0.6% +$480 0.01% 463
2024
Q3 		$76.8K Buy
+642
New +$73.8K 0.01% 456

Other funds holding VT

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ZF
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
ST
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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LRI Investments's VT Position: Q2 2026 in Review

LRI Investments reduced its Vanguard Total World Stock ETF (VT) stake by 20% in Q2 2026, selling an estimated $28.8K and leaving 756 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #423.

LRI Investments first reported a position in VT in Q3 2024 and has held it in 8 quarters since. The position peaked at $131K in Q1 2026. 631 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • LRI Investments held 756 shares of Vanguard Total World Stock ETF worth $119K as of Q2 2026.
  • LRI Investments sold 189 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $28.8K.
  • Vanguard Total World Stock ETF made up 0.01% of LRI Investments's portfolio in Q2 2026, its #423 holding.
  • LRI Investments first reported a position in Vanguard Total World Stock ETF in Q3 2024 and has held it in 8 quarters since.
  • LRI Investments's Vanguard Total World Stock ETF position peaked at $131K in Q1 2026.
  • 631 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.