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

Optima 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	$569K	Buy	3,627 +11	+0.3%	+$1.68K	0.22%	87
2026 Q1	$500K	Buy	3,616 +8	+0.2%	+$1.15K	0.23%	89
2025 Q4	$509K	Sell	3,608 -126	-3%	-$17.6K	0.22%	88
2025 Q3	$515K	Buy	3,734 +10	+0.3%	+$1.33K	0.25%	86
2025 Q2	$479K	Buy	3,724 +25	+0.7%	+$2.99K	0.26%	96
2025 Q1	$429K	Buy	3,699 +11	+0.3%	+$1.32K	0.27%	86
2024 Q4	$433K	Buy	+3,688	New	+$443K	0.3%	90

Other funds holding VT

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

TCK

Topor & Co Korea Seoul $127M AUM

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Optima Capital's VT Position: Q2 2026 in Review

Optima Capital increased its Vanguard Total World Stock ETF (VT) stake by 0.3% in Q2 2026, buying an estimated $1.68K and bringing the position to 3,627 shares worth $569K. The position accounts for 0.22% of the portfolio, ranked #87.

Optima Capital first reported a position in VT in Q4 2024 and has held it in 7 quarters since. 435 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Optima Capital held 3,627 shares of Vanguard Total World Stock ETF worth $569K as of Q2 2026.
Optima Capital bought 11 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.68K.
Vanguard Total World Stock ETF made up 0.22% of Optima Capital's portfolio in Q2 2026, its #87 holding.
Optima Capital first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
435 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.