RWIA
VT icon

Roger Wittlin Investment Advisory’s Vanguard Total World Stock ETF VT Stock Holding History

Roger Wittlin Investment Advisory’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 		$334K Buy
2,126
+7
+0.3% +$1.07K 0.26% 38
2026
Q1 		$293K Buy
2,119
+5
+0.2% +$719 0.24% 36
2025
Q4 		$298K Buy
+2,114
New +$295K 0.21% 34
2025
Q3 		– Sell
-2,780
Closed -$357K – 44
2025
Q2 		$357K Buy
2,780
+13
+0.5% +$1.55K 0.2% 36
2025
Q1 		$321K Buy
2,767
+9
+0.3% +$1.08K 0.19% 35
2024
Q4 		$324K Buy
2,758
+20
+0.7% +$2.4K 0.18% 35
2024
Q3 		$328K Buy
2,738
+11
+0.4% +$1.26K 0.19% 39
2024
Q2 		$307K Buy
+2,727
New +$301K 0.2% 37

Other funds holding VT

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Roger Wittlin Investment Advisory's VT Position: Q2 2026 in Review

Roger Wittlin Investment Advisory increased its Vanguard Total World Stock ETF (VT) stake by 0.33% in Q2 2026, buying an estimated $1.07K and bringing the position to 2,126 shares worth $334K. The position accounts for 0.26% of the portfolio, ranked #38.

Roger Wittlin Investment Advisory first reported a position in VT in Q2 2024 and has held it in 8 quarters since. The position peaked at $357K in Q2 2025. 230 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Roger Wittlin Investment Advisory held 2,126 shares of Vanguard Total World Stock ETF worth $334K as of Q2 2026.
  • Roger Wittlin Investment Advisory bought 7 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.07K.
  • Vanguard Total World Stock ETF made up 0.26% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #38 holding.
  • Roger Wittlin Investment Advisory first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 8 quarters since.
  • Roger Wittlin Investment Advisory's Vanguard Total World Stock ETF position peaked at $357K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.