Rossmore Private Capital’s Vanguard Total World Stock ETF VT Stock Holding History

Rossmore Private Capital’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	$195K	Hold	1,245	–	–	0.02%	301
2026 Q1	$172K	Hold	1,245	–	–	0.02%	289
2025 Q4	$176K	Buy	1,245 +140	+13%	+$19.6K	0.02%	289
2025 Q3	$152K	Buy	+1,105	New	+$147K	0.02%	264
2022 Q3	–	Sell	-5,621	Closed	-$480K	–	227
2022 Q2	$480K	Buy	+5,621	New	+$520K	0.08%	155

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

Rossmore Private Capital's VT Position: Q2 2026 in Review

Rossmore Private Capital held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 1,245 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #301.

Rossmore Private Capital first reported a position in VT in Q2 2022 and has held it in 5 quarters since. The position peaked at $480K in Q2 2022. 631 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Rossmore Private Capital held 1,245 shares of Vanguard Total World Stock ETF worth $195K as of Q2 2026.
Rossmore Private Capital left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.02% of Rossmore Private Capital's portfolio in Q2 2026, its #301 holding.
Rossmore Private Capital first reported a position in Vanguard Total World Stock ETF in Q2 2022 and has held it in 5 quarters since.
Rossmore Private Capital's Vanguard Total World Stock ETF position peaked at $480K in Q2 2022.
631 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.