RFM
VT icon

Royal Fund Management’s Vanguard Total World Stock ETF VT Stock Holding History

Royal Fund Management’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 		$5.29M Buy
33,695
+2,089
+7% +$319K 0.44% 80
2026
Q1 		$4.38M Buy
31,606
+2,379
+8% +$342K 0.42% 88
2025
Q4 		$4.13M Buy
29,227
+9,119
+45% +$1.27M 0.38% 85
2025
Q3 		$2.78M Sell
20,108
-4,925
-20% -$654K 0.33% 100
2025
Q2 		$3.22M Buy
25,033
+893
+4% +$107K 0.32% 108
2025
Q1 		$2.82M Buy
24,140
+1,270
+6% +$152K 0.31% 108
2024
Q4 		$2.71M Sell
22,870
-19,628
-46% -$2.36M 0.25% 115
2024
Q3 		$5.12M Buy
42,498
+23,490
+124% +$2.7M 0.31% 86
2024
Q2 		$2.16M Sell
19,008
-1,959
-9% -$216K 0.17% 123
2024
Q1 		$2.32M Buy
20,967
+1,988
+10% +$210K 0.23% 129
2023
Q4 		$1.96M Buy
18,979
+2,689
+17% +$259K 0.22% 131
2023
Q3 		$1.52M Buy
16,290
+3,575
+28% +$347K 0.21% 130
2023
Q2 		$1.23M Buy
12,715
+3,280
+35% +$307K 0.15% 141
2023
Q1 		$869K Buy
9,435
+5,298
+128% +$480K 0.12% 166
2022
Q4 		$357K Buy
+4,137
New +$353K 0.06% 201
2020
Q2 		– Sell
-911
Closed -$57K – 568
2020
Q1 		$57K Sell
911
-1,374
-60% -$104K 0.02% 220
2019
Q4 		$185K Buy
2,285
+9
+0.4% +$700 0.05% 158
2019
Q3 		$170K Sell
2,276
-267
-10% -$19.9K 0.05% 149
2019
Q2 		$191K Sell
2,543
-2,042
-45% -$151K 0.06% 136
2019
Q1 		$335K Sell
4,585
-387
-8% -$27.5K 0.11% 95
2018
Q4 		$325K Sell
4,972
-234
-4% -$16.4K 0.13% 83
2018
Q3 		$394K Sell
5,206
-234
-4% -$17.6K 0.12% 86
2018
Q2 		$399K Sell
5,440
-252
-4% -$18.8K 0.13% 83
2018
Q1 		$419K Sell
5,692
-11,255
-66% -$853K 0.15% 83
2017
Q4 		$1.26M Buy
16,947
+912
+6% +$66.3K 0.45% 46
2017
Q3 		$1.13M Buy
16,035
+7,941
+98% +$551K 0.45% 46
2017
Q2 		$546K Buy
8,094
+1,704
+27% +$114K 0.23% 53
2017
Q1 		$416K Buy
6,390
+1,623
+34% +$104K 0.2% 53
2016
Q4 		$290K Buy
+4,767
New +$288K 0.16% 62

Other funds holding VT

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Royal Fund Management's VT Position: Q2 2026 in Review

Royal Fund Management increased its Vanguard Total World Stock ETF (VT) stake by 6.6% in Q2 2026, buying an estimated $319K and bringing the position to 33,695 shares worth $5.29M. The position accounts for 0.44% of the portfolio, ranked #80.

Royal Fund Management first reported a position in VT in Q4 2016 and has held it in 29 quarters since. 433 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Royal Fund Management held 33,695 shares of Vanguard Total World Stock ETF worth $5.29M as of Q2 2026.
  • Royal Fund Management bought 2,089 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $319K.
  • Vanguard Total World Stock ETF made up 0.44% of Royal Fund Management's portfolio in Q2 2026, its #80 holding.
  • Royal Fund Management first reported a position in Vanguard Total World Stock ETF in Q4 2016 and has held it in 29 quarters since.
  • 433 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.