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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

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 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

Summit Global Investments's VT Position: Q2 2026 in Review

Summit Global Investments increased its Vanguard Total World Stock ETF (VT) stake by 23% in Q2 2026, buying an estimated $62.7K and bringing the position to 2,209 shares worth $347K. 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 7 quarters since. The position peaked at $1.25M in Q3 2021. 666 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Summit Global Investments held 2,209 shares of Vanguard Total World Stock ETF worth $347K as of Q2 2026.
Summit Global Investments bought 411 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $62.7K.
Vanguard Total World Stock ETF made up 0.02% of Summit Global Investments's portfolio in Q2 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 7 quarters since.
Summit Global Investments's Vanguard Total World Stock ETF position peaked at $1.25M in Q3 2021.
666 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.