Signature Estate & Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Signature Estate & Investment Advisors’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	$495K	Sell	3,155 -416	-12%	-$63.5K	0.01%	434
2026 Q1	$494K	Buy	3,571 +20	+0.6%	+$2.88K	0.01%	419
2025 Q4	$501K	Buy	3,551 +3	+0.1%	+$419	0.01%	389
2025 Q3	$489K	Buy	3,548 +28	+0.8%	+$3.72K	0.01%	385
2025 Q2	$452K	Buy	3,520 +30	+0.9%	+$3.59K	0.01%	384
2025 Q1	$405K	Sell	3,490 -379	-10%	-$45.4K	0.01%	385
2024 Q4	$454K	Buy	3,869 +150	+4%	+$18K	0.01%	344
2024 Q3	$445K	Buy	3,719 +386	+12%	+$44.4K	0.01%	330
2024 Q2	$375K	Buy	+3,333	New	+$368K	0.01%	347

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Signature Estate & Investment Advisors's VT Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 12% in Q2 2026, selling an estimated $63.5K and leaving 3,155 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #434.

Signature Estate & Investment Advisors first reported a position in VT in Q2 2024 and has held it in 9 quarters since. The position peaked at $501K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Signature Estate & Investment Advisors held 3,155 shares of Vanguard Total World Stock ETF worth $495K as of Q2 2026.
Signature Estate & Investment Advisors sold 416 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $63.5K.
Vanguard Total World Stock ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #434 holding.
Signature Estate & Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's Vanguard Total World Stock ETF position peaked at $501K in Q4 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.