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

Samalin 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 		$338K Buy
2,152
+8
+0.4% +$1.22K 0.11% 228
2026
Q1 		$297K Buy
2,144
+4
+0.2% +$575 0.11% 243
2025
Q4 		$302K Sell
2,140
-2,069
-49% -$289K 0.11% 232
2025
Q3 		$580K Sell
4,209
-142
-3% -$18.9K 0.2% 153
2025
Q2 		$559K Buy
4,351
+10
+0.2% +$1.2K 0.21% 150
2025
Q1 		$503K Buy
4,341
+7
+0.2% +$838 0.2% 162
2024
Q4 		$509K Buy
4,334
+2,097
+94% +$252K 0.22% 144
2024
Q3 		$268K Buy
2,237
+2
+0.1% +$230 0.12% 236
2024
Q2 		$252K Sell
2,235
-1
-0% -$110 0.12% 240
2024
Q1 		$247K Buy
2,236
+236
+12% +$25K 0.12% 239
2023
Q4 		$206K Buy
+2,000
New +$192K 0.1% 252

Other funds holding VT

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Commonwealth Equity Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Samalin Investment Counsel increased its Vanguard Total World Stock ETF (VT) stake by 0.37% in Q2 2026, buying an estimated $1.22K and bringing the position to 2,152 shares worth $338K. The position accounts for 0.11% of the portfolio, ranked #228.

Samalin Investment Counsel first reported a position in VT in Q4 2023 and has held it in 11 quarters since. The position peaked at $580K in Q3 2025. 569 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Samalin Investment Counsel held 2,152 shares of Vanguard Total World Stock ETF worth $338K as of Q2 2026.
  • Samalin Investment Counsel bought 8 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.22K.
  • Vanguard Total World Stock ETF made up 0.11% of Samalin Investment Counsel's portfolio in Q2 2026, its #228 holding.
  • Samalin Investment Counsel first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • Samalin Investment Counsel's Vanguard Total World Stock ETF position peaked at $580K in Q3 2025.
  • 569 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.