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Successful Portfolios’s Vanguard Total World Stock ETF VT Stock Holding History

Successful Portfolios’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 		$1.86M Buy
11,821
+734
+7% +$112K 0.87% 31
2026
Q1 		$1.51M Sell
11,087
-228
-2% -$32.8K 0.83% 32
2025
Q4 		$1.64M Buy
11,315
+86
+0.8% +$12K 0.83% 32
2025
Q3 		$1.55M Buy
11,229
+2,945
+36% +$391K 0.9% 29
2025
Q2 		$1.06M Buy
8,284
+40
+0.5% +$4.78K 0.65% 39
2025
Q1 		$956K Sell
8,244
-75
-0.9% -$8.97K 0.65% 38
2024
Q4 		$977K Sell
8,319
-541
-6% -$64.9K 0.65% 37
2024
Q3 		$1.06M Buy
8,860
+240
+3% +$27.6K 0.72% 36
2024
Q2 		$971K Buy
8,620
+180
+2% +$19.8K 0.68% 37
2024
Q1 		$933K Buy
8,440
+469
+6% +$49.6K 0.64% 40
2023
Q4 		$820K Buy
7,971
+1,010
+15% +$97.2K 0.61% 39
2023
Q3 		$649K Sell
6,961
-111
-2% -$10.8K 0.57% 46
2023
Q2 		$686K Sell
7,072
-8,827
-56% -$827K 0.59% 42
2023
Q1 		$1.46M Buy
15,899
+2,565
+19% +$232K 0.92% 23
2022
Q4 		$1.15M Buy
13,334
+3,044
+30% +$260K 0.75% 34
2022
Q3 		$812K Buy
10,290
+146
+1% +$12.8K 0.59% 45
2022
Q2 		$866K Sell
10,144
-120
-1% -$11.1K 0.58% 46
2022
Q1 		$1.04M Sell
10,264
-671
-6% -$68K 0.59% 43
2021
Q4 		$1.18M Buy
10,935
+334
+3% +$35.5K 0.64% 37
2021
Q3 		$1.08M Sell
10,601
-175
-2% -$18.3K 0.64% 41
2021
Q2 		$1.12M Buy
10,776
+315
+3% +$32.1K 0.68% 37
2021
Q1 		$1.02M Sell
10,461
-83
-0.8% -$7.98K 0.67% 39
2020
Q4 		$976K Buy
10,544
+527
+5% +$45.7K 0.7% 38
2020
Q3 		$808K Sell
10,017
-5
-0% -$401 0.64% 41
2020
Q2 		$750K Sell
10,022
-1,040
-9% -$73.3K 0.66% 42
2020
Q1 		$695K Sell
11,062
-976
-8% -$73.6K 0.7% 41
2019
Q4 		$975K Buy
12,038
+365
+3% +$28.4K 0.87% 31
2019
Q3 		$873K Buy
11,673
+130
+1% +$9.71K 0.82% 34
2019
Q2 		$868K Sell
11,543
-42
-0.4% -$3.11K 0.93% 30
2019
Q1 		$848K Sell
11,585
-220
-2% -$15.6K 0.93% 32
2018
Q4 		$773K Sell
11,805
-409
-3% -$28.6K 0.99% 31
2018
Q3 		$926K Buy
12,214
+375
+3% +$28.2K 1.01% 24
2018
Q2 		$869K Buy
11,839
+100
+0.9% +$7.46K 1.01% 27
2018
Q1 		$864K Buy
11,739
+969
+9% +$73.4K 1.05% 27
2017
Q4 		$800K Buy
+10,770
New +$783K 0.99% 30

Other funds holding VT

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Successful Portfolios's VT Position: Q2 2026 in Review

Successful Portfolios increased its Vanguard Total World Stock ETF (VT) stake by 6.6% in Q2 2026, buying an estimated $112K and bringing the position to 11,821 shares worth $1.86M. The position accounts for 0.87% of the portfolio, ranked #31.

Successful Portfolios first reported a position in VT in Q4 2017 and has held it in 35 quarters since. 631 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Successful Portfolios held 11,821 shares of Vanguard Total World Stock ETF worth $1.86M as of Q2 2026.
  • Successful Portfolios bought 734 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $112K.
  • Vanguard Total World Stock ETF made up 0.87% of Successful Portfolios's portfolio in Q2 2026, its #31 holding.
  • Successful Portfolios first reported a position in Vanguard Total World Stock ETF in Q4 2017 and has held it in 35 quarters since.
  • 631 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.