SIM
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Sims Investment Management’s Vanguard Total World Stock ETF VT Stock Holding History

Sims Investment Management’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
Q3 		– Sell
-298
Closed -$46.8K – 167
2026
Q2 		$46.8K Buy
+298
New +$45.5K 0.01% 65

Other funds holding VT

GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
PPF
Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

Sims Investment Management's VT Position: Q3 2026 in Review

Sims Investment Management sold out of Vanguard Total World Stock ETF (VT) in Q3 2026, closing a stake of 298 shares — an estimated $46.8K sold.

Sims Investment Management first reported a position in VT in Q2 2026 and held it in 1 quarter. The position peaked at $46.8K in Q2 2026. 100 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Sims Investment Management reported no remaining Vanguard Total World Stock ETF position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 298 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $46.8K.
  • Sims Investment Management first reported a position in Vanguard Total World Stock ETF in Q2 2026 and held it in 1 quarter.
  • Sims Investment Management's Vanguard Total World Stock ETF position peaked at $46.8K in Q2 2026.
  • 100 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.