Roundview Capital’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.28M | Buy |
9,225
+795
| +9% | +$114K | 0.08% | 196 |
|
|
2025
Q4 | $1.19M | Buy |
8,430
+71
| +0.8% | +$9.92K | 0.07% | 195 |
|
|
2025
Q3 | $1.15M | Buy |
8,359
+62
| +0.7% | +$8.24K | 0.07% | 204 |
|
|
2025
Q2 | $1.07M | Buy |
8,297
+301
| +4% | +$36K | 0.07% | 205 |
|
|
2025
Q1 | $927K | Sell |
7,996
-6,070
| -43% | -$726K | 0.07% | 205 |
|
|
2024
Q4 | $1.65M | Sell |
14,066
-120
| -0.8% | -$14.4K | 0.12% | 163 |
|
|
2024
Q3 | $1.7M | Sell |
14,186
-36
| -0.3% | -$4.14K | 0.12% | 157 |
|
|
2024
Q2 | $1.6M | Buy |
14,222
+3
| +0% | +$331 | 0.13% | 151 |
|
|
2024
Q1 | $1.57M | Sell |
14,219
-172
| -1% | -$18.2K | 0.13% | 154 |
|
|
2023
Q4 | $1.48M | Buy |
14,391
+1,516
| +12% | +$146K | 0.14% | 149 |
|
|
2023
Q3 | $1.2M | Hold |
12,875
| – | – | 0.12% | 169 |
|
|
2023
Q2 | $1.25M | Hold |
12,875
| – | – | 0.12% | 168 |
|
|
2023
Q1 | $1.19M | Buy |
12,875
+241
| +2% | +$21.8K | 0.12% | 173 |
|
|
2022
Q4 | $1.09M | Buy |
12,634
+283
| +2% | +$24.2K | 0.12% | 171 |
|
|
2022
Q3 | $974K | Hold |
12,351
| – | – | 0.12% | 162 |
|
|
2022
Q2 | $1.05M | Buy |
12,351
+36
| +0.3% | +$3.33K | 0.13% | 159 |
|
|
2022
Q1 | $1.25M | Buy |
12,315
+250
| +2% | +$25.3K | 0.13% | 157 |
|
|
2021
Q4 | $1.3M | Hold |
12,065
| – | – | 0.13% | 167 |
|
|
2021
Q3 | $1.23M | Sell |
12,065
-77
| -0.6% | -$8.07K | 0.14% | 159 |
|
|
2021
Q2 | $1.26M | Hold |
12,142
| – | – | 0.14% | 158 |
|
|
2021
Q1 | $1.18M | Buy |
12,142
+82
| +0.7% | +$7.88K | 0.15% | 150 |
|
|
2020
Q4 | $1.12M | Buy |
12,060
+159
| +1% | +$13.8K | 0.15% | 143 |
|
|
2020
Q3 | $960K | Buy |
11,901
+3,423
| +40% | +$275K | 0.15% | 137 |
|
|
2020
Q2 | $634K | Buy |
8,478
+674
| +9% | +$47.5K | 0.11% | 176 |
|
|
2020
Q1 | $490K | Sell |
7,804
-275
| -3% | -$20.7K | 0.1% | 174 |
|
|
2019
Q4 | $654K | Sell |
8,079
-99
| -1% | -$7.7K | 0.12% | 166 |
|
|
2019
Q3 | $612K | Sell |
8,178
-100
| -1% | -$7.47K | 0.13% | 166 |
|
|
2019
Q2 | $622K | Sell |
8,278
-306
| -4% | -$22.7K | 0.14% | 161 |
|
|
2019
Q1 | $628K | Buy |
8,584
+460
| +6% | +$32.6K | 0.15% | 151 |
|
|
2018
Q4 | $532K | Sell |
8,124
-1,249
| -13% | -$87.4K | 0.15% | 146 |
|
|
2018
Q3 | $711K | Buy |
9,373
+170
| +2% | +$12.8K | 0.18% | 143 |
|
|
2018
Q2 | $675K | Hold |
9,203
| – | – | 0.18% | 146 |
|
|
2018
Q1 | $678K | Buy |
9,203
+200
| +2% | +$15.2K | 0.19% | 136 |
|
|
2017
Q4 | $669K | Buy |
9,003
+401
| +5% | +$29.1K | 0.17% | 138 |
|
|
2017
Q3 | $608K | Hold |
8,602
| – | – | 0.17% | 142 |
|
|
2017
Q2 | $581K | Buy |
+8,602
| New | +$575K | 0.17% | 147 |
|
Other funds holding VT
RIM
CA
Roundview Capital's VT Position: Q1 2026 in Review
Roundview Capital increased its Vanguard Total World Stock ETF (VT) stake by 9.4% in Q1 2026, buying an estimated $114K and bringing the position to 9,225 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #196.
Roundview Capital first reported a position in VT in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.7M in Q3 2024. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.
- Roundview Capital held 9,225 shares of Vanguard Total World Stock ETF worth $1.28M as of Q1 2026.
- Roundview Capital bought 795 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $114K.
- Vanguard Total World Stock ETF made up 0.08% of Roundview Capital's portfolio in Q1 2026, its #196 holding.
- Roundview Capital first reported a position in Vanguard Total World Stock ETF in Q2 2017 and has held it in 36 quarters since.
- Roundview Capital's Vanguard Total World Stock ETF position peaked at $1.7M in Q3 2024.
- 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.
Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.