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

Towneley 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 Q3	$1.6M	Hold	10,159	–	–	0.32%	18
2026 Q2	$1.59M	Hold	10,159	–	–	0.31%	19
2026 Q1	$1.41M	Buy	+10,159	New	+$1.46M	0.29%	20
2025 Q1	–	Sell	-10,183	Closed	-$1.2M	–	50
2024 Q4	$1.2M	Sell	10,183 -172	-2%	-$20.6K	0.28%	21
2024 Q3	$1.24M	Buy	10,355 +1	+0%	+$115	0.28%	20
2024 Q2	$1.17M	Hold	10,354	–	–	0.27%	23
2024 Q1	$1.14M	Hold	10,354	–	–	0.28%	26
2023 Q4	$1.07M	Buy	+10,354	New	+$996K	0.27%	27

Other funds holding VT

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Topor & Co Korea Seoul $127M AUM 13.22% 1-Year Est. Return

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Towneley Capital Management's VT Position: Q3 2026 in Review

Towneley Capital Management held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 10,159 shares worth $1.6M. The position accounts for 0.32% of the portfolio, ranked #18.

Towneley Capital Management first reported a position in VT in Q4 2023 and has held it in 8 quarters since. 419 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Towneley Capital Management held 10,159 shares of Vanguard Total World Stock ETF worth $1.6M as of Q3 2026.
Towneley Capital Management left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
Vanguard Total World Stock ETF made up 0.32% of Towneley Capital Management's portfolio in Q3 2026, its #18 holding.
Towneley Capital Management first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 8 quarters since.
419 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Towneley Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.