OC
VT icon

Oakworth Capital’s Vanguard Total World Stock ETF VT Stock Holding History

Oakworth Capital’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 		$75.1K Hold
481
– – ﹤0.01% 399
2026
Q1 		$66.5K Hold
481
– – ﹤0.01% 412
2025
Q4 		$67.8K Hold
481
– – ﹤0.01% 397
2025
Q3 		$66.3K Hold
481
– – ﹤0.01% 407
2025
Q2 		$61.8K Sell
481
-134
-22% -$16K ﹤0.01% 341
2025
Q1 		$71.3K Buy
+615
New +$73.6K 0.01% 328

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

Oakworth Capital's VT Position: Q2 2026 in Review

Oakworth Capital held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 481 shares worth $75.1K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Oakworth Capital first reported a position in VT in Q1 2025 and has held it in 6 quarters since. 631 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Oakworth Capital held 481 shares of Vanguard Total World Stock ETF worth $75.1K as of Q2 2026.
  • Oakworth Capital left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #399 holding.
  • Oakworth Capital first reported a position in Vanguard Total World Stock ETF in Q1 2025 and has held it in 6 quarters since.
  • 631 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.