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

Pin Oak 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	$3K	Hold	16	–	–	﹤0.01%	473
2026 Q1	$2K	Hold	16	–	–	﹤0.01%	475
2025 Q4	$2K	Hold	16	–	–	﹤0.01%	478
2025 Q3	$2.21K	Hold	16	–	–	﹤0.01%	471
2025 Q2	$1K	Hold	16	–	–	﹤0.01%	436
2025 Q1	$2K	Hold	16	–	–	﹤0.01%	415
2024 Q4	$2K	Buy	+16	New	+$1.92K	﹤0.01%	440
2023 Q4	–	Sell	-48	Closed	-$4K	–	478
2023 Q3	$4K	Hold	48	–	–	﹤0.01%	406
2023 Q2	$5K	Buy	+48	New	+$4.5K	0.01%	388
2022 Q2	–	Sell	-55	Closed	-$6K	–	439
2022 Q1	$6K	Hold	55	–	–	0.01%	356
2021 Q4	$6K	Hold	55	–	–	0.01%	355
2021 Q3	$6K	Hold	55	–	–	0.01%	339
2021 Q2	$6K	Hold	55	–	–	0.01%	340
2021 Q1	$5K	Hold	55	–	–	﹤0.01%	357
2020 Q4	$5K	Hold	55	–	–	﹤0.01%	377
2020 Q3	$4K	Hold	55	–	–	﹤0.01%	363
2020 Q2	$4K	Buy	+55	New	+$3.88K	﹤0.01%	349

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

Pin Oak Investment Advisors's VT Position: Q2 2026 in Review

Pin Oak Investment Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 16 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Pin Oak Investment Advisors first reported a position in VT in Q2 2020 and has held it in 17 quarters since. The position peaked at $6K in Q1 2022. 1,314 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Pin Oak Investment Advisors held 16 shares of Vanguard Total World Stock ETF worth $3K as of Q2 2026.
Pin Oak Investment Advisors left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #473 holding.
Pin Oak Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2020 and has held it in 17 quarters since.
Pin Oak Investment Advisors's Vanguard Total World Stock ETF position peaked at $6K in Q1 2022.
1,314 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.