Towercrest Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

Towercrest Capital 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	$371K	Hold	2,365	–	–	0.05%	83
2026 Q1	$327K	Hold	2,365	–	–	0.05%	82
2025 Q4	$334K	Buy	2,365 +7	+0.3%	+$978	0.05%	81
2025 Q3	$325K	Sell	2,358 -189	-7%	-$25.1K	0.05%	82
2025 Q2	$327K	Hold	2,547	–	–	0.06%	76
2025 Q1	$295K	Buy	2,547 +2	+0.1%	+$239	0.06%	76
2024 Q4	$299K	Hold	2,545	–	–	0.05%	89
2024 Q3	$305K	Hold	2,545	–	–	0.05%	89
2024 Q2	$287K	Sell	2,545 -45	-2%	-$4.96K	0.05%	92
2024 Q1	$286K	Hold	2,590	–	–	0.05%	90
2023 Q4	$266K	Hold	2,590	–	–	0.05%	91
2023 Q3	$241K	Buy	2,590 +1	+0%	+$97	0.05%	95
2023 Q2	$251K	Buy	+2,589	New	+$243K	0.05%	98

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

Towercrest Capital Management's VT Position: Q2 2026 in Review

Towercrest Capital Management held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 2,365 shares worth $371K. The position accounts for 0.05% of the portfolio, ranked #83.

Towercrest Capital Management first reported a position in VT in Q2 2023 and has held it in 13 quarters since. 663 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Towercrest Capital Management held 2,365 shares of Vanguard Total World Stock ETF worth $371K as of Q2 2026.
Towercrest Capital Management left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.05% of Towercrest Capital Management's portfolio in Q2 2026, its #83 holding.
Towercrest Capital Management first reported a position in Vanguard Total World Stock ETF in Q2 2023 and has held it in 13 quarters since.
663 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Towercrest Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.