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Seven Post Investment Office’s Vanguard Total World Stock ETF VT Stock Holding History

Seven Post Investment Office’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 		$11M Buy
70,182
+79
+0.1% +$12.1K 3.13% 10
2026
Q1 		$9.7M Sell
70,103
-397
-0.6% -$57.1K 3.13% 10
2025
Q4 		$9.94M Buy
70,500
+171
+0.2% +$23.9K 3.56% 8
2025
Q3 		$9.69M Buy
70,329
+75
+0.1% +$9.97K 3.49% 8
2025
Q2 		$9.03M Buy
70,254
+102
+0.1% +$12.2K 3.4% 10
2025
Q1 		$8.13M Sell
70,152
-1,120
-2% -$134K 3.11% 10
2024
Q4 		$8.37M Buy
71,272
+157
+0.2% +$18.8K 3.21% 10
2024
Q3 		$8.51M Buy
71,115
+75
+0.1% +$8.63K 1.29% 15
2024
Q2 		$8M Buy
71,040
+109
+0.2% +$12K 1.48% 15
2024
Q1 		$7.84M Sell
70,931
-969
-1% -$102K 1.91% 14
2023
Q4 		$7.4M Buy
71,900
+164
+0.2% +$15.8K 1.86% 13
2023
Q3 		$6.68M Buy
71,736
+89
+0.1% +$8.64K 1.85% 12
2023
Q2 		$6.95M Sell
71,647
-1,975
-3% -$185K 2.12% 11
2023
Q1 		$6.78M Buy
73,622
+67
+0.1% +$6.07K 2.45% 9
2022
Q4 		$6.34M Buy
73,555
+152
+0.2% +$13K 2.23% 11
2022
Q3 		$5.79M Buy
73,403
+101
+0.1% +$8.88K 2.25% 10
2022
Q2 		$6.26M Buy
73,302
+6,003
+9% +$555K 2.33% 10
2022
Q1 		$6.82M Hold
67,299
– – 2.08% 11
2021
Q4 		$7.23M Sell
67,299
-1,070
-2% -$114K 1.95% 13
2021
Q3 		$6.96M Hold
68,369
– – 2.16% 11
2021
Q2 		$7.08M Buy
68,369
+6
+0% +$612 2.14% 9
2021
Q1 		$6.65M Sell
68,363
-104
-0.2% -$10K 2.33% 7
2020
Q4 		$6.34M Sell
68,467
-1,340
-2% -$116K 2.58% 7
2020
Q3 		$5.63M Sell
69,807
-3,368
-5% -$270K 2.22% 11
2020
Q2 		$5.47M Sell
73,175
-3,263
-4% -$230K 2.31% 9
2020
Q1 		$4.8M Buy
76,438
+33,458
+78% +$2.52M 2.52% 11
2019
Q4 		$3.48M Buy
42,980
+11
+0% +$856 2.52% 7
2019
Q3 		$3.21M Buy
42,969
+9
+0% +$672 2.3% 8
2019
Q2 		$3.23M Buy
42,960
+589
+1% +$43.6K 2.19% 8
2019
Q1 		$3.1M Hold
42,371
– – 2.19% 7
2018
Q4 		$2.77M Sell
42,371
-45
-0.1% -$3.15K 2.16% 9
2018
Q3 		$3.22M Buy
42,416
+1,086
+3% +$81.7K 2.68% 6
2018
Q2 		$3.03M Hold
41,330
– – 12.74% 4
2018
Q1 		$3.04M Hold
41,330
– – 12.71% 4
2017
Q4 		$3.07M Hold
41,330
– – 13.45% 4
2017
Q3 		$2.92M Hold
41,330
– – 13.35% 4
2017
Q2 		$2.79M Hold
41,330
– – 13.43% 4
2017
Q1 		$2.7M Buy
41,330
+400
+1% +$25.6K 13.31% 4
2016
Q4 		$2.5M Sell
40,930
-5,882
-13% -$355K 13.11% 4
2016
Q3 		$2.85M Hold
46,812
– – 14.46% 4
2016
Q2 		$2.72M Buy
46,812
+1,000
+2% +$58K 14.44% 4
2016
Q1 		$2.64M Hold
45,812
– – 11.57% 4
2015
Q4 		$2.64M Sell
45,812
-20,220
-31% -$1.19M 10.45% 4
2015
Q3 		$3.65M Buy
66,032
+25,000
+61% +$1.48M 3.23% 6
2015
Q2 		$2.52M Hold
41,032
– – 1.99% 7
2015
Q1 		$2.53M Hold
41,032
– – 2.07% 7
2014
Q4 		$2.47M Hold
41,032
– – 2.19% 7
2014
Q3 		$2.48M Hold
41,032
– – 2.04% 7
2014
Q2 		$2.45M Hold
41,032
– – 2.89% 5
2014
Q1 		$2.45M Hold
41,032
– – 2.89% 5
2013
Q4 		$2.44M Hold
41,032
– – 2.74% 5
2013
Q3 		$2.28M Hold
41,032
– – 2.73% 5
2013
Q2 		$2.11M Buy
+41,032
New +$2.18M 2.81% 5

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
ZF
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
ST
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
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

Seven Post Investment Office's VT Position: Q2 2026 in Review

Seven Post Investment Office increased its Vanguard Total World Stock ETF (VT) stake by 0.11% in Q2 2026, buying an estimated $12.1K and bringing the position to 70,182 shares worth $11M. The position accounts for 3.13% of the portfolio, ranked #10.

Seven Post Investment Office first reported a position in VT in Q2 2013 and has held it in 53 quarters since. 633 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Seven Post Investment Office held 70,182 shares of Vanguard Total World Stock ETF worth $11M as of Q2 2026.
  • Seven Post Investment Office bought 79 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $12.1K.
  • Vanguard Total World Stock ETF made up 3.13% of Seven Post Investment Office's portfolio in Q2 2026, its #10 holding.
  • Seven Post Investment Office first reported a position in Vanguard Total World Stock ETF in Q2 2013 and has held it in 53 quarters since.
  • 633 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.