Medallion Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Medallion Wealth 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	$60.6K	Sell	386 -10	-3%	-$1.53K	0.02%	436
2026 Q1	$54.8K	Sell	396 -195	-33%	-$28K	0.02%	460
2025 Q4	$83.4K	Sell	591 -250	-30%	-$34.9K	0.03%	380
2025 Q3	$116K	Buy	841 +86	+11%	+$11.4K	0.04%	332
2025 Q2	$97K	Buy	755 +96	+15%	+$11.5K	0.04%	355
2025 Q1	$76.7K	Buy	659 +235	+55%	+$28.1K	0.03%	351
2024 Q4	$49.8K	Buy	+424	New	+$50.9K	0.02%	406

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

Medallion Wealth Advisors's VT Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 2.5% in Q2 2026, selling an estimated $1.53K and leaving 386 shares worth $60.6K. The position accounts for 0.02% of the portfolio, ranked #436.

Medallion Wealth Advisors first reported a position in VT in Q4 2024 and has held it in 7 quarters since. The position peaked at $116K in Q3 2025. 1,319 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Medallion Wealth Advisors held 386 shares of Vanguard Total World Stock ETF worth $60.6K as of Q2 2026.
Medallion Wealth Advisors sold 10 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.53K.
Vanguard Total World Stock ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #436 holding.
Medallion Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Vanguard Total World Stock ETF position peaked at $116K in Q3 2025.
1,319 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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