Petix & Botte Financial’s Vanguard Total World Stock ETF VT Stock Holding History

Petix & Botte Financial’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	$324K	Buy	2,062 +1,031	+100%	+$157K	0.07%	117
2026 Q1	$285K	Sell	1,031 -1,031	-50%	-$148K	0.06%	118
2025 Q4	$291K	Hold	2,062	–	–	0.07%	111
2025 Q3	$284K	Hold	2,062	–	–	0.07%	113
2025 Q2	$265K	Hold	2,062	–	–	0.07%	116
2025 Q1	$239K	Hold	2,062	–	–	0.06%	116
2024 Q4	$242K	Hold	2,062	–	–	0.06%	116
2024 Q3	$247K	Hold	2,062	–	–	0.07%	109
2024 Q2	$232K	Buy	+2,062	New	+$227K	0.07%	111
2024 Q1	–	Sell	-2,062	Closed	-$212K	–	167
2023 Q4	$212K	Buy	+2,062	New	+$198K	0.06%	117
2022 Q2	–	Sell	-2,212	Closed	-$224K	–	118
2022 Q1	$224K	Buy	+2,212	New	+$224K	0.07%	107
2021 Q4	–	Sell	-2,274	Closed	-$232K	–	115
2021 Q3	$232K	Buy	+2,274	New	+$238K	0.08%	100

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

Petix & Botte Financial's VT Position: Q2 2026 in Review

Petix & Botte Financial increased its Vanguard Total World Stock ETF (VT) stake by 100% in Q2 2026, buying an estimated $157K and bringing the position to 2,062 shares worth $324K. The position accounts for 0.07% of the portfolio, ranked #117.

Petix & Botte Financial first reported a position in VT in Q3 2021 and has held it in 12 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Petix & Botte Financial held 2,062 shares of Vanguard Total World Stock ETF worth $324K as of Q2 2026.
Petix & Botte Financial bought 1,031 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $157K.
Vanguard Total World Stock ETF made up 0.07% of Petix & Botte Financial's portfolio in Q2 2026, its #117 holding.
Petix & Botte Financial first reported a position in Vanguard Total World Stock ETF in Q3 2021 and has held it in 12 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.