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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 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. 1,319 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.
1,319 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.