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Oak Family Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Oak Family 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 		$672K Buy
4,284
+965
+29% +$147K 0.17% 75
2026
Q1 		$459K Buy
3,319
+5
+0.2% +$719 0.13% 81
2025
Q4 		$467K Buy
3,314
+485
+17% +$67.8K 0.13% 79
2025
Q3 		$390K Buy
2,829
+301
+12% +$40K 0.1% 82
2025
Q2 		$325K Sell
2,528
-20
-0.8% -$2.39K 0.1% 80
2025
Q1 		$295K Sell
2,548
-335
-12% -$40.1K 0.1% 78
2024
Q4 		$339K Sell
2,883
-10
-0.3% -$1.2K 0.12% 80
2024
Q3 		$346K Sell
2,893
-14
-0.5% -$1.61K 0.11% 103
2024
Q2 		$327K Buy
2,907
+1,014
+54% +$112K 0.11% 99
2024
Q1 		$209K Sell
1,893
-140
-7% -$14.8K 0.08% 111
2023
Q4 		$209K Buy
+2,033
New +$196K 0.09% 112
2023
Q3 		– Sell
-2,207
Closed -$214K – 117
2023
Q2 		$214K Sell
2,207
-115
-5% -$10.8K 0.1% 105
2023
Q1 		$214K Sell
2,322
-25
-1% -$2.26K 0.11% 100
2022
Q4 		$202K Buy
+2,347
New +$200K 0.11% 103
2022
Q3 		– Sell
-2,403
Closed -$205K – 135
2022
Q2 		$205K Sell
2,403
-50
-2% -$4.62K 0.1% 120
2022
Q1 		$248K Sell
2,453
-49
-2% -$4.96K 0.1% 121
2021
Q4 		$269K Buy
2,502
+1
+0% +$106 0.1% 131
2021
Q3 		$255K Sell
2,501
-1,007
-29% -$106K 0.09% 130
2021
Q2 		$364K Sell
3,508
-35
-1% -$3.57K 0.15% 77
2021
Q1 		$345K Sell
3,543
-364
-9% -$35K 0.15% 76
2020
Q4 		$362K Buy
+3,907
New +$339K 0.19% 72

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Oak Family Advisors's VT Position: Q2 2026 in Review

Oak Family Advisors increased its Vanguard Total World Stock ETF (VT) stake by 29% in Q2 2026, buying an estimated $147K and bringing the position to 4,284 shares worth $672K. The position accounts for 0.17% of the portfolio, ranked #75.

Oak Family Advisors first reported a position in VT in Q4 2020 and has held it in 21 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Oak Family Advisors held 4,284 shares of Vanguard Total World Stock ETF worth $672K as of Q2 2026.
  • Oak Family Advisors bought 965 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $147K.
  • Vanguard Total World Stock ETF made up 0.17% of Oak Family Advisors's portfolio in Q2 2026, its #75 holding.
  • Oak Family Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 21 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.