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RAM Investment Partners’s Vanguard Total World Stock ETF VT Stock Holding History

RAM Investment Partners’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 		$413K Sell
2,632
-350
-12% -$53.4K 0.07% 74
2026
Q1 		$413K Buy
2,982
+14
+0.5% +$2.01K 0.07% 73
2025
Q4 		$419K Buy
2,968
+7
+0.2% +$978 0.08% 67
2025
Q3 		$408K Sell
2,961
-3
-0.1% -$399 0.08% 68
2025
Q2 		$381K Buy
2,964
+1
+0% +$120 0.08% 68
2025
Q1 		$344K Hold
2,963
– – 0.08% 64
2024
Q4 		$348K Hold
2,963
– – 0.09% 66
2024
Q3 		$355K Buy
+2,963
New +$341K 0.09% 61

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

RAM Investment Partners's VT Position: Q2 2026 in Review

RAM Investment Partners reduced its Vanguard Total World Stock ETF (VT) stake by 12% in Q2 2026, selling an estimated $53.4K and leaving 2,632 shares worth $413K. The position accounts for 0.07% of the portfolio, ranked #74.

RAM Investment Partners first reported a position in VT in Q3 2024 and has held it in 8 quarters since. The position peaked at $419K in Q4 2025. 641 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • RAM Investment Partners held 2,632 shares of Vanguard Total World Stock ETF worth $413K as of Q2 2026.
  • RAM Investment Partners sold 350 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $53.4K.
  • Vanguard Total World Stock ETF made up 0.07% of RAM Investment Partners's portfolio in Q2 2026, its #74 holding.
  • RAM Investment Partners first reported a position in Vanguard Total World Stock ETF in Q3 2024 and has held it in 8 quarters since.
  • RAM Investment Partners's Vanguard Total World Stock ETF position peaked at $419K in Q4 2025.
  • 641 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.