Systelligence LLC’s Vanguard Total World Stock ETF VT Stock Holding History

Systelligence 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	$18M	Sell	114,772 -5,122	-4%	-$781K	3.01%	14
2026 Q1	$16.6M	Sell	119,894 -20,860	-15%	-$3M	3.22%	7
2025 Q4	$19.9M	Buy	140,754 +1,759	+1%	+$246K	3.78%	4
2025 Q3	$19.2M	Buy	+138,995	New	+$18.5M	3.63%	4
2022 Q3	–	Sell	-58,447	Closed	-$4.99M	–	43
2022 Q2	$4.99M	Sell	58,447 -82,299	-58%	-$7.61M	1.45%	24
2022 Q1	$14.3M	Buy	140,746 +20,765	+17%	+$2.1M	3.08%	13
2021 Q4	$12.9M	Sell	119,981 -2,745	-2%	-$292K	3.56%	12
2021 Q3	$12.5M	Buy	122,726 +48,460	+65%	+$5.08M	3.32%	11
2021 Q2	$7.7M	Buy	74,266 +2,259	+3%	+$230K	2.03%	21
2021 Q1	$7.01M	Sell	72,007 -332,186	-82%	-$31.9M	1.95%	19
2020 Q4	$37.4M	Buy	+404,193	New	+$35.1M	8.02%	2

Other funds holding VT

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Topor & Co Korea Seoul $127M AUM

GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return