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

Prime Capital 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 		$404K Buy
2,572
+587
+30% +$89.6K ﹤0.01% 758
2026
Q1 		$275K Sell
1,985
-185
-9% -$26.6K ﹤0.01% 869
2025
Q4 		$306K Buy
2,170
+81
+4% +$11.3K ﹤0.01% 800
2025
Q3 		$288K Buy
2,089
+511
+32% +$67.9K ﹤0.01% 810
2025
Q2 		$203K Sell
1,578
-2,401
-60% -$287K ﹤0.01% 896
2025
Q1 		$461K Buy
3,979
+1,781
+81% +$213K 0.01% 698
2024
Q4 		$258K Buy
2,198
+10
+0.5% +$1.2K ﹤0.01% 771
2024
Q3 		$262K Buy
2,188
+91
+4% +$10.5K ﹤0.01% 779
2024
Q2 		$236K Sell
2,097
-191
-8% -$21.1K ﹤0.01% 801
2024
Q1 		$253K Sell
2,288
-405
-15% -$42.8K ﹤0.01% 827
2023
Q4 		$277K Buy
2,693
+75
+3% +$7.22K ﹤0.01% 761
2023
Q3 		$244K Buy
2,618
+115
+5% +$11.2K 0.01% 645
2023
Q2 		$243K Buy
+2,503
New +$235K ﹤0.01% 662

Other funds holding VT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCM
Permanent Capital Management Chicago, Illinois $747M AUM 17.94% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Prime Capital Investment Advisors's VT Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Vanguard Total World Stock ETF (VT) stake by 30% in Q2 2026, buying an estimated $89.6K and bringing the position to 2,572 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Prime Capital Investment Advisors first reported a position in VT in Q2 2023 and has held it in 13 quarters since. The position peaked at $461K in Q1 2025. 1,044 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Prime Capital Investment Advisors held 2,572 shares of Vanguard Total World Stock ETF worth $404K as of Q2 2026.
  • Prime Capital Investment Advisors bought 587 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $89.6K.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #758 holding.
  • Prime Capital Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2023 and has held it in 13 quarters since.
  • Prime Capital Investment Advisors's Vanguard Total World Stock ETF position peaked at $461K in Q1 2025.
  • 1,044 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.