Phoenix Financial’s Vanguard Total World Stock ETF VT Stock Holding History

Phoenix 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	$417K	Buy	2,658 +523	+24%	+$79.8K	﹤0.01%	376
2026 Q1	$295K	Hold	2,135	–	–	﹤0.01%	389
2025 Q4	$301K	Hold	2,135	–	–	﹤0.01%	381
2025 Q3	$294K	Hold	2,135	–	–	﹤0.01%	390
2025 Q2	$274K	Hold	2,135	–	–	﹤0.01%	347
2025 Q1	$248K	Hold	2,135	–	–	﹤0.01%	323
2024 Q4	$251K	Hold	2,135	–	–	﹤0.01%	323
2024 Q3	$256K	Hold	2,135	–	–	﹤0.01%	310
2024 Q2	$241K	Hold	2,135	–	–	﹤0.01%	307
2024 Q1	$236K	Hold	2,135	–	–	﹤0.01%	361
2023 Q4	$247K	Buy	+2,135	New	+$205K	﹤0.01%	284
2023 Q3	–	Sell	-2,135	Closed	-$207K	–	368
2023 Q2	$207K	Buy	+2,135	New	+$200K	﹤0.01%	282
2022 Q2	–	Sell	-2,135	Closed	-$216K	–	429
2022 Q1	$216K	Hold	2,135	–	–	﹤0.01%	376
2021 Q4	$229K	Hold	2,135	–	–	﹤0.01%	356
2021 Q3	$217K	Buy	+2,135	New	+$224K	﹤0.01%	391
2021 Q2	–	Sell	-63,145	Closed	-$6.14M	–	419
2021 Q1	$6.14M	Buy	+63,145	New	+$6.07M	0.14%	131

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

Phoenix Financial's VT Position: Q2 2026 in Review

Phoenix Financial increased its Vanguard Total World Stock ETF (VT) stake by 24% in Q2 2026, buying an estimated $79.8K and bringing the position to 2,658 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Phoenix Financial first reported a position in VT in Q1 2021 and has held it in 16 quarters since. The position peaked at $6.14M in Q1 2021. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Phoenix Financial held 2,658 shares of Vanguard Total World Stock ETF worth $417K as of Q2 2026.
Phoenix Financial bought 523 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $79.8K.
Vanguard Total World Stock ETF made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #376 holding.
Phoenix Financial first reported a position in Vanguard Total World Stock ETF in Q1 2021 and has held it in 16 quarters since.
Phoenix Financial's Vanguard Total World Stock ETF position peaked at $6.14M in Q1 2021.
1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.