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NavPoint Financial’s Vanguard Total World Stock ETF VT Stock Holding History

NavPoint Financial’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 		$6M Buy
38,209
+1,011
+3% +$154K 2.22% 14
2026
Q1 		$5.15M Sell
37,198
-1,316
-3% -$189K 2.08% 17
2025
Q4 		$5.43M Sell
38,514
-2,235
-5% -$312K 2.32% 14
2025
Q3 		$5.62M Buy
40,749
+132
+0.3% +$17.5K 2.94% 11
2025
Q2 		$5.22M Buy
40,617
+472
+1% +$56.5K 3.15% 10
2025
Q1 		$4.65M Buy
40,145
+1,419
+4% +$170K 3.27% 11
2024
Q4 		$4.55M Buy
38,726
+282
+0.7% +$33.8K 3.6% 11
2024
Q3 		$4.6M Sell
38,444
-730
-2% -$83.9K 3.71% 10
2024
Q2 		$4.41M Buy
39,174
+200
+0.5% +$22.1K 3.83% 9
2024
Q1 		$4.31M Buy
38,974
+149
+0.4% +$15.8K 3.74% 9
2023
Q4 		$3.99M Buy
+38,825
New +$3.74M 3.66% 8

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

NavPoint Financial's VT Position: Q2 2026 in Review

NavPoint Financial increased its Vanguard Total World Stock ETF (VT) stake by 2.7% in Q2 2026, buying an estimated $154K and bringing the position to 38,209 shares worth $6M. The position accounts for 2.22% of the portfolio, ranked #14.

NavPoint Financial first reported a position in VT in Q4 2023 and has held it in 11 quarters since. 596 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • NavPoint Financial held 38,209 shares of Vanguard Total World Stock ETF worth $6M as of Q2 2026.
  • NavPoint Financial bought 1,011 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $154K.
  • Vanguard Total World Stock ETF made up 2.22% of NavPoint Financial's portfolio in Q2 2026, its #14 holding.
  • NavPoint Financial first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 596 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on NavPoint Financial's 13F filing for Q2 2026, filed 23 Jul 2026.