Optivise Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History

Optivise Advisory Services’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	$4.88M	Buy	+31,101	New	+$4.75M	2.48%	5

Other funds holding VT

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

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

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

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

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Mirae Asset Global Investments

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

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

Topor & Co Korea Seoul $127M AUM

Optivise Advisory Services's VT Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 31,101 shares worth $4.88M. The stake represents 2.48% of the portfolio and ranks #5 among its holdings.

465 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Optivise Advisory Services held 31,101 shares of Vanguard Total World Stock ETF worth $4.88M as of Q2 2026.
Vanguard Total World Stock ETF was a new Optivise Advisory Services position in Q2 2026.
Vanguard Total World Stock ETF made up 2.48% of Optivise Advisory Services's portfolio in Q2 2026, its #5 holding.
465 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.