PA
VT icon

Perennial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Perennial Advisors’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 		$535K Sell
3,389
-16
-0.5% -$2.54K 0.08% 102
2026
Q2 		$534K Hold
3,405
– – 0.08% 96
2026
Q1 		$471K Buy
3,405
+50
+1% +$7.19K 0.08% 90
2025
Q4 		$473K Hold
3,355
– – 0.08% 85
2025
Q3 		$462K Hold
3,355
– – 0.08% 88
2025
Q2 		$431K Hold
3,355
– – 0.08% 85
2025
Q1 		$389K Buy
+3,355
New +$401K 0.08% 88

Other funds holding VT

WI
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
PPF
Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Perennial Advisors's VT Position: Q3 2026 in Review

Perennial Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 0.47% in Q3 2026, selling an estimated $2.54K and leaving 3,389 shares worth $535K. The position accounts for 0.08% of the portfolio, ranked #102.

Perennial Advisors first reported a position in VT in Q1 2025 and has held it in 7 quarters since. 126 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Perennial Advisors held 3,389 shares of Vanguard Total World Stock ETF worth $535K as of Q3 2026.
  • Perennial Advisors sold 16 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $2.54K.
  • Vanguard Total World Stock ETF made up 0.08% of Perennial Advisors's portfolio in Q3 2026, its #102 holding.
  • Perennial Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2025 and has held it in 7 quarters since.
  • 126 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.