Sellwood Investment Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Sellwood Investment Partners’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	$1.32M	Sell	8,412 -653	-7%	-$99.6K	0.47%	26
2026 Q1	$1.25M	Hold	9,065	–	–	0.49%	26
2025 Q4	$1.28M	Hold	9,065	–	–	0.5%	23
2025 Q3	$1.25M	Sell	9,065 -1,661	-15%	-$221K	0.5%	26
2025 Q2	$1.38M	Buy	+10,726	New	+$1.28M	0.66%	17

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

Sellwood Investment Partners's VT Position: Q2 2026 in Review

Sellwood Investment Partners reduced its Vanguard Total World Stock ETF (VT) stake by 7.2% in Q2 2026, selling an estimated $99.6K and leaving 8,412 shares worth $1.32M. The position accounts for 0.47% of the portfolio, ranked #26.

Sellwood Investment Partners first reported a position in VT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.38M in Q2 2025. 672 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Sellwood Investment Partners held 8,412 shares of Vanguard Total World Stock ETF worth $1.32M as of Q2 2026.
Sellwood Investment Partners sold 653 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $99.6K.
Vanguard Total World Stock ETF made up 0.47% of Sellwood Investment Partners's portfolio in Q2 2026, its #26 holding.
Sellwood Investment Partners first reported a position in Vanguard Total World Stock ETF in Q2 2025 and has held it in 5 quarters since.
Sellwood Investment Partners's Vanguard Total World Stock ETF position peaked at $1.38M in Q2 2025.
672 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.