Three Bridge Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Three Bridge Wealth Advisors’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	$16.8M	Buy	107,297 +1,933	+2%	+$295K	4.22%	6
2026 Q1	$14.6M	Hold	105,364	–	–	4%	8
2025 Q4	$14.9M	Buy	105,364 +745	+0.7%	+$104K	3.92%	9
2025 Q3	$14.4M	Hold	104,619	–	–	3.72%	10
2025 Q2	$13.4M	Buy	104,619 +80	+0.1%	+$9.57K	3.54%	7
2025 Q1	$12.1M	Hold	104,539	–	–	4.22%	6
2024 Q4	$12.3M	Buy	104,539 +2,850	+3%	+$342K	4.3%	5
2024 Q3	$12.2M	Buy	101,689 +3,660	+4%	+$421K	4.49%	5
2024 Q2	$11M	Hold	98,029	–	–	4.38%	5
2024 Q1	$10.8M	Buy	98,029 +3,300	+3%	+$349K	4.27%	4
2023 Q4	$9.75M	Buy	94,729 +2,099	+2%	+$202K	3.37%	5
2023 Q3	$8.63M	Buy	92,630 +2,425	+3%	+$235K	3.58%	5
2023 Q2	$8.75M	Buy	90,205 +3,710	+4%	+$348K	3.7%	5
2023 Q1	$7.97M	Hold	86,495	–	–	3.69%	5
2022 Q4	$7.46M	Buy	86,495 +31,865	+58%	+$2.72M	4%	4
2022 Q3	$4.31M	Buy	54,630 +28,600	+110%	+$2.51M	2.19%	10
2022 Q2	$2.22M	Buy	+26,030	New	+$2.41M	1.09%	16

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

Three Bridge Wealth Advisors's VT Position: Q2 2026 in Review

Three Bridge Wealth Advisors increased its Vanguard Total World Stock ETF (VT) stake by 1.8% in Q2 2026, buying an estimated $295K and bringing the position to 107,297 shares worth $16.8M. The position accounts for 4.22% of the portfolio, ranked #6.

Three Bridge Wealth Advisors first reported a position in VT in Q2 2022 and has held it in 17 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Three Bridge Wealth Advisors held 107,297 shares of Vanguard Total World Stock ETF worth $16.8M as of Q2 2026.
Three Bridge Wealth Advisors bought 1,933 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $295K.
Vanguard Total World Stock ETF made up 4.22% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Three Bridge Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2022 and has held it in 17 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.