Oliver Luxxe Assets
VT icon

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
Q3 		$314K Buy
1,987
+7
+0.4% +$1.11K 0.05% 184
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
-39
-2% -$4.67K 0.05% 179
2024
Q4 		$257K Hold
2,148
– – 0.05% 172
2024
Q3 		$257K Sell
2,148
-16
-0.7% -$1.84K 0.05% 173
2024
Q2 		$244K Buy
2,164
+18
+0.8% +$1.98K 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

SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Topor & Co Korea
Topor & Co Korea Seoul $127M AUM 13.22% 1-Year Est. Return
GoalFusion Wealth Management
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Oliver Luxxe Assets's VT Position: Q3 2026 in Review

Oliver Luxxe Assets increased its Vanguard Total World Stock ETF (VT) stake by 0.35% in Q3 2026, buying an estimated $1.11K and bringing the position to 1,987 shares worth $314K. 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 15 quarters since. 419 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Oliver Luxxe Assets held 1,987 shares of Vanguard Total World Stock ETF worth $314K as of Q3 2026.
  • Oliver Luxxe Assets bought 7 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $1.11K.
  • Vanguard Total World Stock ETF made up 0.05% of Oliver Luxxe Assets's portfolio in Q3 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 15 quarters since.
  • 419 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Oliver Luxxe Assets's 13F filing for Q3 2026, filed 14 Oct 2026.