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Register Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Register Financial 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 		$344K Buy
2,194
+8
+0.4% +$1.22K 0.11% 186
2026
Q1 		$302K Buy
2,186
+69
+3% +$9.92K 0.11% 173
2025
Q4 		$299K Buy
2,117
+15
+0.7% +$2.1K 0.12% 160
2025
Q3 		$290K Sell
2,102
-43
-2% -$5.71K 0.11% 161
2025
Q2 		$276K Buy
2,145
+109
+5% +$13K 0.12% 161
2025
Q1 		$236K Sell
2,036
-40
-2% -$4.79K 0.12% 160
2024
Q4 		$244K Sell
2,076
-5,798
-74% -$696K 0.12% 156
2024
Q3 		$942K Buy
7,874
+4
+0.1% +$460 0.48% 55
2024
Q2 		$886K Buy
7,870
+62
+0.8% +$6.84K 0.45% 57
2024
Q1 		$863K Sell
7,808
-22
-0.3% -$2.33K 0.45% 60
2023
Q4 		$805K Buy
7,830
+59
+0.8% +$5.68K 0.54% 53
2023
Q3 		$724K Sell
7,771
-19
-0.2% -$1.84K 0.53% 54
2023
Q2 		$755K Sell
7,790
-59
-0.8% -$5.53K 0.54% 51
2023
Q1 		$723K Sell
7,849
-86
-1% -$7.79K 0.57% 43
2022
Q4 		$684K Buy
+7,935
New +$678K 0.44% 59

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

Register Financial Advisors's VT Position: Q2 2026 in Review

Register Financial Advisors increased its Vanguard Total World Stock ETF (VT) stake by 0.37% in Q2 2026, buying an estimated $1.22K and bringing the position to 2,194 shares worth $344K. The position accounts for 0.11% of the portfolio, ranked #186.

Register Financial Advisors first reported a position in VT in Q4 2022 and has held it in 15 quarters since. The position peaked at $942K in Q3 2024. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Register Financial Advisors held 2,194 shares of Vanguard Total World Stock ETF worth $344K as of Q2 2026.
  • Register Financial Advisors bought 8 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.22K.
  • Vanguard Total World Stock ETF made up 0.11% of Register Financial Advisors's portfolio in Q2 2026, its #186 holding.
  • Register Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • Register Financial Advisors's Vanguard Total World Stock ETF position peaked at $942K in Q3 2024.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.