Simplicity Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Simplicity Wealth’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	$822K	Buy	5,240 +793	+18%	+$121K	0.03%	482
2026 Q1	$615K	Buy	4,447 +266	+6%	+$38.3K	0.03%	409
2025 Q4	$590K	Sell	4,181 -1,484	-26%	-$207K	0.04%	391
2025 Q3	$781K	Sell	5,665 -3,797	-40%	-$505K	0.05%	348
2025 Q2	$1.22M	Buy	+9,462	New	+$1.13M	0.05%	295
2024 Q3	–	Sell	-506,492	Closed	-$57M	–	1201
2024 Q2	$57M	Buy	506,492 +19,581	+4%	+$2.16M	1.29%	13
2024 Q1	$53.8M	Buy	+486,911	New	+$51.5M	1.28%	16
2022 Q4	–	Sell	-2,569	Closed	-$203K	–	92
2022 Q3	$203K	Buy	2,569 +51	+2%	+$4.48K	0.27%	68
2022 Q2	$215K	Sell	2,518 -5,342	-68%	-$494K	0.31%	52
2022 Q1	$796K	Sell	7,860 -4,069	-34%	-$412K	0.77%	35
2021 Q4	$1.28M	Buy	+11,929	New	+$1.27M	0.69%	30

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

Simplicity Wealth's VT Position: Q2 2026 in Review

Simplicity Wealth increased its Vanguard Total World Stock ETF (VT) stake by 18% in Q2 2026, buying an estimated $121K and bringing the position to 5,240 shares worth $822K. The position accounts for 0.03% of the portfolio, ranked #482.

Simplicity Wealth first reported a position in VT in Q4 2021 and has held it in 11 quarters since. The position peaked at $57M in Q2 2024. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Simplicity Wealth held 5,240 shares of Vanguard Total World Stock ETF worth $822K as of Q2 2026.
Simplicity Wealth bought 793 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $121K.
Vanguard Total World Stock ETF made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #482 holding.
Simplicity Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 11 quarters since.
Simplicity Wealth's Vanguard Total World Stock ETF position peaked at $57M in Q2 2024.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.