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

Perennial Investment 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 Q2	$268K	Buy	+1,710	New	+$261K	0.02%	470
2023 Q4	–	Sell	-2,190	Closed	-$204K	–	378
2023 Q3	$204K	Buy	2,190 +2	+0.1%	+$194	0.04%	306
2023 Q2	$212K	Buy	2,188 +3	+0.1%	+$281	0.04%	309
2023 Q1	$201K	Buy	+2,185	New	+$198K	0.04%	316

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Perennial Investment Advisors's VT Position: Q2 2026 in Review

Perennial Investment Advisors opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 1,710 shares worth $268K. The stake represents 0.02% of the portfolio and ranks #470 among its holdings. This is a return to the name: Perennial Investment Advisors previously reported a position in VT as recently as Q3 2023.

Perennial Investment Advisors first reported a position in VT in Q1 2023 and has held it in 4 quarters since. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Perennial Investment Advisors held 1,710 shares of Vanguard Total World Stock ETF worth $268K as of Q2 2026.
Vanguard Total World Stock ETF was a new Perennial Investment Advisors position in Q2 2026.
Vanguard Total World Stock ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #470 holding.
Perennial Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 4 quarters since.
1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.