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TCV Trust & Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

TCV Trust & Wealth Management’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 		$523K Hold
3,332
– – 0.04% 149
2026
Q1 		$461K Sell
3,332
-150
-4% -$21.6K 0.04% 148
2025
Q4 		$491K Sell
3,482
-18
-0.5% -$2.52K 0.04% 148
2025
Q3 		$482K Sell
3,500
-610
-15% -$81.1K 0.04% 150
2025
Q2 		$528K Sell
4,110
-345
-8% -$41.3K 0.05% 143
2025
Q1 		$517K Sell
4,455
-19
-0.4% -$2.27K 0.05% 140
2024
Q4 		$526K Hold
4,474
– – 0.05% 138
2024
Q3 		$536K Sell
4,474
-306
-6% -$35.2K 0.05% 139
2024
Q2 		$538K Sell
4,780
-25
-0.5% -$2.76K 0.05% 131
2024
Q1 		$531K Sell
4,805
-60
-1% -$6.34K 0.05% 135
2023
Q4 		$501K Hold
4,865
– – 0.05% 136
2023
Q3 		$453K Hold
4,865
– – 0.05% 137
2023
Q2 		$472K Hold
4,865
– – 0.05% 135
2023
Q1 		$448K Hold
4,865
– – 0.05% 142
2022
Q4 		$419K Sell
4,865
-160
-3% -$13.7K 0.05% 146
2022
Q3 		$396K Sell
5,025
-460
-8% -$40.4K 0.05% 140
2022
Q2 		$468K Sell
5,485
-25
-0.5% -$2.31K 0.06% 138
2022
Q1 		$558K Sell
5,510
-825
-13% -$83.6K 0.06% 135
2021
Q4 		$680K Sell
6,335
-10
-0.2% -$1.06K 0.07% 130
2021
Q3 		$646K Sell
6,345
-200
-3% -$21K 0.07% 130
2021
Q2 		$680K Sell
6,545
-980
-13% -$99.9K 0.07% 126
2021
Q1 		$732K Sell
7,525
-450
-6% -$43.3K 0.08% 117
2020
Q4 		$738K Sell
7,975
-1,735
-18% -$150K 0.09% 113
2020
Q3 		$783K Sell
9,710
-1,725
-15% -$138K 0.11% 110
2020
Q2 		$855K Sell
11,435
-8,603
-43% -$606K 0.12% 99
2020
Q1 		$1.26M Sell
20,038
-1,897
-9% -$143K 0.21% 84
2019
Q4 		$1.78M Sell
21,935
-677
-3% -$52.7K 0.22% 82
2019
Q3 		$1.69M Sell
22,612
-505
-2% -$37.7K 0.22% 83
2019
Q2 		$1.74M Sell
23,117
-3,721
-14% -$276K 0.23% 80
2019
Q1 		$1.96M Sell
26,838
-4,470
-14% -$317K 0.26% 80
2018
Q4 		$2.05M Sell
31,308
-4,000
-11% -$280K 0.3% 78
2018
Q3 		$2.68M Hold
35,308
– – 0.36% 66
2018
Q2 		$2.59M Sell
35,308
-120
-0.3% -$8.95K 0.36% 67
2018
Q1 		$2.61M Sell
35,428
-325
-0.9% -$24.6K 0.37% 67
2017
Q4 		$2.65M Sell
35,753
-290
-0.8% -$21.1K 0.37% 68
2017
Q3 		$2.55M Sell
36,043
-1,580
-4% -$110K 0.38% 66
2017
Q2 		$2.54M Sell
37,623
-600
-2% -$40.1K 0.38% 71
2017
Q1 		$2.49M Sell
38,223
-1,200
-3% -$76.7K 0.38% 69
2016
Q4 		$2.4M Sell
39,423
-2,512
-6% -$152K 0.39% 65
2016
Q3 		$2.55M Sell
41,935
-7,996
-16% -$482K 0.43% 62
2016
Q2 		$2.9M Sell
49,931
-10,325
-17% -$599K 0.5% 59
2016
Q1 		$3.48M Sell
60,256
-10,087
-14% -$550K 0.63% 55
2015
Q4 		$4.05M Sell
70,343
-3,163
-4% -$185K 0.72% 46
2015
Q3 		$4.07M Sell
73,506
-77,232
-51% -$4.59M 0.73% 49
2015
Q2 		$9.27M Sell
150,738
-28,986
-16% -$1.84M 1.52% 17
2015
Q1 		$11.1M Buy
179,724
+17,487
+11% +$1.07M 1.79% 9
2014
Q4 		$9.75M Buy
162,237
+12,686
+8% +$763K 1.61% 14
2014
Q3 		$9.03M Buy
149,551
+2,334
+2% +$145K 1.52% 16
2014
Q2 		$9.16M Buy
147,217
+2,586
+2% +$157K 1.5% 14
2014
Q1 		$8.63M Buy
144,631
+2,230
+2% +$131K 1.45% 15
2013
Q4 		$8.46M Buy
142,401
+3,547
+3% +$204K 1.44% 16
2013
Q3 		$7.71M Buy
138,854
+7,600
+6% +$413K 1.51% 12
2013
Q2 		$6.76M Buy
+131,254
New +$6.97M 1.38% 18

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

TCV Trust & Wealth Management's VT Position: Q2 2026 in Review

TCV Trust & Wealth Management held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 3,332 shares worth $523K. The position accounts for 0.04% of the portfolio, ranked #149.

TCV Trust & Wealth Management first reported a position in VT in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.1M in Q1 2015. 633 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • TCV Trust & Wealth Management held 3,332 shares of Vanguard Total World Stock ETF worth $523K as of Q2 2026.
  • TCV Trust & Wealth Management left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.04% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #149 holding.
  • TCV Trust & Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2013 and has held it in 53 quarters since.
  • TCV Trust & Wealth Management's Vanguard Total World Stock ETF position peaked at $11.1M in Q1 2015.
  • 633 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.