Sage Investment Counsel’s Vanguard Total World Stock ETF VT Stock Holding History

Sage Investment Counsel’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	$1.61M	Buy	10,260 +3	+0%	+$458	1.61%	19
2026 Q1	$1.42M	Sell	10,257 -108	-1%	-$15.5K	1.57%	18
2025 Q4	$1.46M	Buy	10,365 +7	+0.1%	+$978	1.61%	18
2025 Q3	$1.43M	Buy	10,358 +3	+0%	+$399	1.58%	19
2025 Q2	$1.33M	Buy	10,355 +168	+2%	+$20.1K	1.54%	20
2025 Q1	$1.18M	Sell	10,187 -363	-3%	-$43.4K	1.5%	15
2024 Q4	$1.24M	Buy	+10,550	New	+$1.27M	1.62%	13

Other funds holding VT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Sage Investment Counsel's VT Position: Q2 2026 in Review

Sage Investment Counsel increased its Vanguard Total World Stock ETF (VT) stake by 0.03% in Q2 2026, buying an estimated $458 and bringing the position to 10,260 shares worth $1.61M. The position accounts for 1.61% of the portfolio, ranked #19.

Sage Investment Counsel first reported a position in VT in Q4 2024 and has held it in 7 quarters since. 700 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Sage Investment Counsel held 10,260 shares of Vanguard Total World Stock ETF worth $1.61M as of Q2 2026.
Sage Investment Counsel bought 3 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $458.
Vanguard Total World Stock ETF made up 1.61% of Sage Investment Counsel's portfolio in Q2 2026, its #19 holding.
Sage Investment Counsel first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
700 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.