Penobscot Wealth Management
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Penobscot Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Penobscot Wealth Management’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 		$212K Hold
1,342
– – 0.05% 116
2026
Q2 		$211K Buy
+1,342
New +$205K 0.06% 113

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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
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Bernzott Capital Advisors
Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Penobscot Wealth Management's VT Position: Q3 2026 in Review

Penobscot Wealth Management held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 1,342 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #116.

Penobscot Wealth Management first reported a position in VT in Q2 2026 and has held it in 2 quarters since. 587 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Penobscot Wealth Management held 1,342 shares of Vanguard Total World Stock ETF worth $212K as of Q3 2026.
  • Penobscot Wealth Management left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
  • Vanguard Total World Stock ETF made up 0.05% of Penobscot Wealth Management's portfolio in Q3 2026, its #116 holding.
  • Penobscot Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2026 and has held it in 2 quarters since.
  • 587 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Penobscot Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.