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Oliver Luxxe Assets’s Vanguard Total World Stock ETF VT Stock Holding History

Oliver Luxxe Assets’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 		$311K Buy
1,980
+6
+0.3% +$915 0.05% 184
2026
Q1 		$273K Buy
1,974
+9
+0.5% +$1.29K 0.04% 186
2025
Q4 		$277K Sell
1,965
-36
-2% -$5.03K 0.04% 181
2025
Q3 		$276K Sell
2,001
-100
-5% -$13.3K 0.04% 174
2025
Q2 		$270K Sell
2,101
-8
-0.4% -$957 0.05% 171
2025
Q1 		$245K Sell
2,109
-2,166
-51% -$259K 0.05% 179
2024
Q4 		$507K Buy
4,275
+2,127
+99% +$255K 0.04% 189
2024
Q3 		$257K Sell
2,148
-16
-0.7% -$1.84K 0.05% 173
2024
Q2 		$244K Buy
2,164
+18
+0.8% +$1.99K 0.05% 173
2024
Q1 		$237K Sell
2,146
-6
-0.3% -$634 0.05% 168
2023
Q4 		$221K Sell
2,152
-127
-6% -$12.2K 0.05% 163
2023
Q3 		$212K Buy
2,279
+14
+0.6% +$1.36K 0.05% 159
2023
Q2 		$220K Sell
2,265
-10
-0.4% -$937 0.05% 160
2023
Q1 		$210K Buy
+2,275
New +$206K 0.06% 168

Other funds holding VT

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Oliver Luxxe Assets's VT Position: Q2 2026 in Review

Oliver Luxxe Assets increased its Vanguard Total World Stock ETF (VT) stake by 0.3% in Q2 2026, buying an estimated $915 and bringing the position to 1,980 shares worth $311K. The position accounts for 0.05% of the portfolio, ranked #184.

Oliver Luxxe Assets first reported a position in VT in Q1 2023 and has held it in 14 quarters since. The position peaked at $507K in Q4 2024. 230 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Oliver Luxxe Assets held 1,980 shares of Vanguard Total World Stock ETF worth $311K as of Q2 2026.
  • Oliver Luxxe Assets bought 6 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $915.
  • Vanguard Total World Stock ETF made up 0.05% of Oliver Luxxe Assets's portfolio in Q2 2026, its #184 holding.
  • Oliver Luxxe Assets first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 14 quarters since.
  • Oliver Luxxe Assets's Vanguard Total World Stock ETF position peaked at $507K in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.