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Lynx Investment Advisory’s Vanguard Total World Stock ETF VT Stock Holding History

Lynx Investment Advisory’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 		$3.84M Buy
24,446
+22,765
+1,354% +$3.47M 1.26% 18
2026
Q1 		$233K Buy
1,681
+102
+6% +$14.7K 0.11% 167
2025
Q4 		$223K Buy
1,579
+6
+0.4% +$839 0.12% 153
2025
Q3 		$217K Buy
+1,573
New +$209K 0.13% 146
2024
Q3 		– Sell
-118
Closed -$13.3K – 762
2024
Q2 		$13.3K Buy
+118
New +$13K 0.01% 374

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Lynx Investment Advisory's VT Position: Q2 2026 in Review

Lynx Investment Advisory increased its Vanguard Total World Stock ETF (VT) stake by 1,354% in Q2 2026, buying an estimated $3.47M and bringing the position to 24,446 shares worth $3.84M. The position accounts for 1.26% of the portfolio, ranked #18.

Lynx Investment Advisory first reported a position in VT in Q2 2024 and has held it in 5 quarters since. 867 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Lynx Investment Advisory held 24,446 shares of Vanguard Total World Stock ETF worth $3.84M as of Q2 2026.
  • Lynx Investment Advisory bought 22,765 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $3.47M.
  • Vanguard Total World Stock ETF made up 1.26% of Lynx Investment Advisory's portfolio in Q2 2026, its #18 holding.
  • Lynx Investment Advisory first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 5 quarters since.
  • 867 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.