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

Regal 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 Q1	–	Sell	-2,202	Closed	-$311K	–	679
2025 Q4	$311K	Buy	2,202 +79	+4%	+$11K	0.02%	507
2025 Q3	$293K	Buy	2,123 +132	+7%	+$17.5K	0.02%	466
2025 Q2	$256K	Buy	+1,991	New	+$238K	0.02%	456
2022 Q2	–	Sell	-2,075	Closed	-$210K	–	564
2022 Q1	$210K	Buy	2,075 +203	+11%	+$20.6K	0.02%	500
2021 Q4	$201K	Sell	1,872 -725	-28%	-$77K	0.02%	519
2021 Q3	$264K	Buy	2,597 +6	+0.2%	+$629	0.03%	451
2021 Q2	$268K	Buy	+2,591	New	+$264K	0.03%	442
2021 Q1	–	Sell	-2,557	Closed	-$237K	–	423
2020 Q4	$237K	Buy	+2,557	New	+$222K	0.03%	414

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regal Investment Advisors's VT Position: Q1 2026 in Review

Regal Investment Advisors sold out of Vanguard Total World Stock ETF (VT) in Q1 2026, closing a stake of 2,202 shares — an estimated $311K sold.

Regal Investment Advisors first reported a position in VT in Q4 2020 and held it in 8 quarters. The position peaked at $311K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Regal Investment Advisors reported no remaining Vanguard Total World Stock ETF position as of Q1 2026 after selling out during the quarter.
Regal Investment Advisors sold 2,202 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $311K.
Regal Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2020 and held it in 8 quarters.
Regal Investment Advisors's Vanguard Total World Stock ETF position peaked at $311K in Q4 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.