Magnolia Capital Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Magnolia Capital 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	$1.04M	Buy	6,629 +1,085	+20%	+$166K	0.18%	140
2026 Q1	$767K	Buy	5,544 +2,125	+62%	+$306K	0.15%	158
2025 Q4	$482K	Buy	3,419 +121	+4%	+$16.9K	0.1%	180
2025 Q3	$454K	Buy	3,298 +787	+31%	+$105K	0.12%	155
2025 Q2	$323K	Sell	2,511 -34	-1%	-$4.07K	0.08%	193
2025 Q1	$295K	Sell	2,545 -1,200	-32%	-$144K	0.08%	192
2024 Q4	$440K	Buy	+3,745	New	+$450K	0.11%	166
2023 Q3	–	Sell	-2,086	Closed	-$202K	–	138
2023 Q2	$202K	Buy	+2,086	New	+$196K	0.1%	119
2020 Q1	–	Sell	-2,830	Closed	-$229K	–	97
2019 Q4	$229K	Buy	+2,830	New	+$220K	0.22%	81

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

Magnolia Capital Advisors's VT Position: Q2 2026 in Review

Magnolia Capital Advisors increased its Vanguard Total World Stock ETF (VT) stake by 20% in Q2 2026, buying an estimated $166K and bringing the position to 6,629 shares worth $1.04M. The position accounts for 0.18% of the portfolio, ranked #140.

Magnolia Capital Advisors first reported a position in VT in Q4 2019 and has held it in 9 quarters since. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Magnolia Capital Advisors held 6,629 shares of Vanguard Total World Stock ETF worth $1.04M as of Q2 2026.
Magnolia Capital Advisors bought 1,085 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $166K.
Vanguard Total World Stock ETF made up 0.18% of Magnolia Capital Advisors's portfolio in Q2 2026, its #140 holding.
Magnolia Capital Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 9 quarters since.
1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.