PVI
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Pine Valley Investments’s Vanguard Total World Stock ETF VT Stock Holding History

Pine Valley Investments’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 		$789K Buy
5,030
+18
+0.4% +$2.75K 0.03% 329
2026
Q1 		$693K Buy
+5,012
New +$721K 0.03% 338

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Pine Valley Investments's VT Position: Q2 2026 in Review

Pine Valley Investments increased its Vanguard Total World Stock ETF (VT) stake by 0.36% in Q2 2026, buying an estimated $2.75K and bringing the position to 5,030 shares worth $789K. The position accounts for 0.03% of the portfolio, ranked #329.

Pine Valley Investments first reported a position in VT in Q1 2026 and has held it in 2 quarters since. 804 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Pine Valley Investments held 5,030 shares of Vanguard Total World Stock ETF worth $789K as of Q2 2026.
  • Pine Valley Investments bought 18 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $2.75K.
  • Vanguard Total World Stock ETF made up 0.03% of Pine Valley Investments's portfolio in Q2 2026, its #329 holding.
  • Pine Valley Investments first reported a position in Vanguard Total World Stock ETF in Q1 2026 and has held it in 2 quarters since.
  • 804 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.