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Spartan Wealth Advisory Services LLC’s Vanguard Total World Stock ETF VT Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$955K Hold
6,083
– – 0.08% 164
2026
Q1 		$841K Buy
+6,083
New +$875K 0.07% 167

Other funds holding VT

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's VT Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 6,083 shares worth $955K. The position accounts for 0.08% of the portfolio, ranked #164.

Spartan Wealth Advisory Services LLC first reported a position in VT in Q1 2026 and has held it in 2 quarters since. 1,266 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 6,083 shares of Vanguard Total World Stock ETF worth $955K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.08% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #164 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Vanguard Total World Stock ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,266 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.