Private Client Services’s Vanguard Total World Stock ETF VT Stock Holding History

Private Client Services’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 Q3	$209K	Buy	+1,325	New	+$210K	0.06%	224

Other funds holding VT

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

Private Client Services's VT Position: Q3 2026 in Review

Private Client Services opened a new position in Vanguard Total World Stock ETF (VT) in Q3 2026: 1,325 shares worth $209K. The stake represents 0.06% of the portfolio and ranks #224 among its holdings.

107 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Private Client Services held 1,325 shares of Vanguard Total World Stock ETF worth $209K as of Q3 2026.
Vanguard Total World Stock ETF was a new Private Client Services position in Q3 2026.
Vanguard Total World Stock ETF made up 0.06% of Private Client Services's portfolio in Q3 2026, its #224 holding.
107 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.