Optivise Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
Other funds holding VT
YC
Optivise Advisory Services's VT Position: Q3 2026 in Review
Optivise Advisory Services reduced its Vanguard Total World Stock ETF (VT) stake by 18% in Q3 2026, selling an estimated $865K and leaving 25,648 shares worth $4.05M. The position accounts for 1.99% of the portfolio, ranked #8.
Optivise Advisory Services first reported a position in VT in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.88M in Q2 2026. 419 funds tracked by Wall St. Rank hold VT as of Q3 2026.
- Optivise Advisory Services held 25,648 shares of Vanguard Total World Stock ETF worth $4.05M as of Q3 2026.
- Optivise Advisory Services sold 5,453 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $865K.
- Vanguard Total World Stock ETF made up 1.99% of Optivise Advisory Services's portfolio in Q3 2026, its #8 holding.
- Optivise Advisory Services first reported a position in Vanguard Total World Stock ETF in Q2 2026 and has held it in 2 quarters since.
- Optivise Advisory Services's Vanguard Total World Stock ETF position peaked at $4.88M in Q2 2026.
- 419 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.