Summit Global Investments’s Vanguard Total World Stock ETF VT Stock Holding History

Summit Global Investments’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	$351K	Buy	2,225 +16	+0.7%	+$2.54K	0.02%	419
2026 Q2	$347K	Buy	2,209 +411	+23%	+$62.7K	0.02%	419
2026 Q1	$249K	Buy	+1,798	New	+$259K	0.01%	449
2025 Q2	–	Sell	-1,877	Closed	-$218K	–	534
2025 Q1	$218K	Buy	+1,877	New	+$225K	0.02%	401
2022 Q4	–	Sell	-7,000	Closed	-$552K	–	492
2022 Q3	$552K	Buy	+7,000	New	+$615K	0.05%	295
2021 Q4	–	Sell	-12,300	Closed	-$1.25M	–	621
2021 Q3	$1.25M	Buy	12,300 +1,228	+11%	+$129K	0.09%	178
2021 Q2	$1.15M	Buy	11,072 +301	+3%	+$30.7K	0.07%	209
2021 Q1	$1.05M	Buy	+10,771	New	+$1.04M	0.07%	191

Other funds holding VT

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return

Summit Global Investments's VT Position: Q3 2026 in Review

Summit Global Investments increased its Vanguard Total World Stock ETF (VT) stake by 0.72% in Q3 2026, buying an estimated $2.54K and bringing the position to 2,225 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #419.

Summit Global Investments first reported a position in VT in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.25M in Q3 2021. 896 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Summit Global Investments held 2,225 shares of Vanguard Total World Stock ETF worth $351K as of Q3 2026.
Summit Global Investments bought 16 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $2.54K.
Vanguard Total World Stock ETF made up 0.02% of Summit Global Investments's portfolio in Q3 2026, its #419 holding.
Summit Global Investments first reported a position in Vanguard Total World Stock ETF in Q1 2021 and has held it in 8 quarters since.
Summit Global Investments's Vanguard Total World Stock ETF position peaked at $1.25M in Q3 2021.
896 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Summit Global Investments's 13F filing for Q3 2026, filed 28 Oct 2026.