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

Realta 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 		$830K Buy
5,289
+3,345
+172% +$510K 0.26% 94
2026
Q1 		$269K Sell
1,944
-1,070
-36% -$154K 0.09% 171
2025
Q4 		$425K Buy
3,014
+270
+10% +$37.7K 0.14% 136
2025
Q3 		$378K Buy
2,744
+954
+53% +$127K 0.13% 139
2025
Q2 		$230K Buy
1,790
+840
+88% +$100K 0.09% 163
2025
Q1 		$110K Sell
950
-100
-10% -$12K 0.05% 203
2024
Q4 		$124K Buy
+1,050
New +$126K 0.05% 211
2024
Q3 		– Sell
-750
Closed -$84.5K – 765
2024
Q2 		$84.5K Hold
750
– – 0.02% 482
2024
Q1 		$82.9K Buy
+750
New +$79.3K 0.02% 495
2023
Q4 		– Sell
-750
Closed -$72.7K – 796
2023
Q3 		$72.7K Hold
750
– – 0.02% 495
2023
Q2 		$72.7K Buy
+750
New +$70.3K 0.02% 522
2023
Q1 		– Sell
-750
Closed -$64.6K – 822
2022
Q4 		$64.6K Hold
750
– – 0.02% 535
2022
Q3 		$59K Buy
+750
New +$65.9K 0.02% 517

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Realta Investment Advisors's VT Position: Q2 2026 in Review

Realta Investment Advisors increased its Vanguard Total World Stock ETF (VT) stake by 172% in Q2 2026, buying an estimated $510K and bringing the position to 5,289 shares worth $830K. The position accounts for 0.26% of the portfolio, ranked #94.

Realta Investment Advisors first reported a position in VT in Q3 2022 and has held it in 13 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Realta Investment Advisors held 5,289 shares of Vanguard Total World Stock ETF worth $830K as of Q2 2026.
  • Realta Investment Advisors bought 3,345 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $510K.
  • Vanguard Total World Stock ETF made up 0.26% of Realta Investment Advisors's portfolio in Q2 2026, its #94 holding.
  • Realta Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2022 and has held it in 13 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.