Oak Harbor Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Oak Harbor Wealth Partners’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	$33K	Hold	210	–	–	0.01%	180
2026 Q1	$29K	Buy	210 +2	+1%	+$288	0.01%	239
2025 Q4	$29.3K	Buy	208 +11	+6%	+$1.54K	0.01%	232
2025 Q3	$27.1K	Buy	197 +11	+6%	+$1.46K	0.01%	226
2025 Q2	$23.9K	Buy	186 +13	+8%	+$1.55K	0.01%	222
2025 Q1	$20.1K	Buy	173 +12	+7%	+$1.44K	0.01%	232
2024 Q4	$18.9K	Buy	161 +13	+9%	+$1.56K	0.01%	209
2024 Q3	$17.7K	Buy	148 +13	+10%	+$1.5K	0.01%	203
2024 Q2	$15.2K	Buy	135 +16	+13%	+$1.76K	﹤0.01%	203
2024 Q1	$13.2K	Buy	119 +12	+11%	+$1.27K	﹤0.01%	210
2023 Q4	$11K	Buy	107 +9	+9%	+$866	﹤0.01%	210
2023 Q3	$9.13K	Buy	98 +14	+17%	+$1.36K	﹤0.01%	213
2023 Q2	$8.15K	Buy	84 +13	+18%	+$1.22K	﹤0.01%	226
2023 Q1	$6.54K	Buy	71 +15	+27%	+$1.36K	﹤0.01%	217
2022 Q4	$4.83K	Buy	56 +14	+33%	+$1.2K	﹤0.01%	215
2022 Q3	$3K	Buy	42 +37	+740%	+$3.25K	﹤0.01%	211
2022 Q2	$0	Hold	5	–	–	﹤0.01%	234
2022 Q1	$1K	Buy	+5	New	+$506	﹤0.01%	230

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

Oak Harbor Wealth Partners's VT Position: Q2 2026 in Review

Oak Harbor Wealth Partners held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 210 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #180.

Oak Harbor Wealth Partners first reported a position in VT in Q1 2022 and has held it in 18 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Oak Harbor Wealth Partners held 210 shares of Vanguard Total World Stock ETF worth $33K as of Q2 2026.
Oak Harbor Wealth Partners left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.01% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #180 holding.
Oak Harbor Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q1 2022 and has held it in 18 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.