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South Shore Capital Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

South Shore Capital 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 		$3.66M Buy
23,348
+46
+0.2% +$7.02K 2.45% 9
2026
Q1 		$3.22M Hold
23,302
– – 2.36% 11
2025
Q4 		$3.29M Buy
+23,302
New +$3.26M 2.4% 10

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

South Shore Capital Advisors's VT Position: Q2 2026 in Review

South Shore Capital Advisors increased its Vanguard Total World Stock ETF (VT) stake by 0.2% in Q2 2026, buying an estimated $7.02K and bringing the position to 23,348 shares worth $3.66M. The position accounts for 2.45% of the portfolio, ranked #9.

South Shore Capital Advisors first reported a position in VT in Q4 2025 and has held it in 3 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • South Shore Capital Advisors held 23,348 shares of Vanguard Total World Stock ETF worth $3.66M as of Q2 2026.
  • South Shore Capital Advisors bought 46 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $7.02K.
  • Vanguard Total World Stock ETF made up 2.45% of South Shore Capital Advisors's portfolio in Q2 2026, its #9 holding.
  • South Shore Capital Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.