Rockingstone Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Rockingstone 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	$1.76M	Buy	11,187 +225	+2%	+$34.3K	0.7%	50
2026 Q1	$1.52M	Sell	10,962 -80	-0.7%	-$11.5K	0.7%	51
2025 Q4	$1.56M	Buy	11,042 +796	+8%	+$111K	0.71%	49
2025 Q3	$1.41M	Buy	10,246 +59	+0.6%	+$7.84K	0.7%	48
2025 Q2	$1.31M	Buy	10,187 +110	+1%	+$13.2K	0.69%	48
2025 Q1	$1.17M	Buy	10,077 +819	+9%	+$98K	0.53%	52
2024 Q4	$1.09M	Sell	9,258 -610	-6%	-$73.2K	0.48%	53
2024 Q3	$1.18M	Buy	9,868 +117	+1%	+$13.5K	0.58%	54
2024 Q2	$1.1M	Buy	9,751 +445	+5%	+$49.1K	0.56%	55
2024 Q1	$1.03M	Buy	9,306 +560	+6%	+$59.2K	0.53%	62
2023 Q4	$900K	Buy	8,746 +585	+7%	+$56.3K	0.5%	66
2023 Q3	$760K	Buy	8,161 +375	+5%	+$36.4K	0.42%	69
2023 Q2	$755K	Hold	7,786	–	–	0.43%	69
2023 Q1	$717K	Sell	7,786 -371	-5%	-$33.6K	0.44%	68
2022 Q4	$703K	Buy	+8,157	New	+$697K	0.53%	62

Other funds holding VT

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rockingstone Advisors's VT Position: Q2 2026 in Review

Rockingstone Advisors increased its Vanguard Total World Stock ETF (VT) stake by 2.1% in Q2 2026, buying an estimated $34.3K and bringing the position to 11,187 shares worth $1.76M. The position accounts for 0.7% of the portfolio, ranked #50.

Rockingstone Advisors first reported a position in VT in Q4 2022 and has held it in 15 quarters since. 631 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Rockingstone Advisors held 11,187 shares of Vanguard Total World Stock ETF worth $1.76M as of Q2 2026.
Rockingstone Advisors bought 225 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $34.3K.
Vanguard Total World Stock ETF made up 0.7% of Rockingstone Advisors's portfolio in Q2 2026, its #50 holding.
Rockingstone Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 15 quarters since.
631 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.