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Triangle Securities Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Triangle Securities 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 		$1.77M Sell
11,296
-188
-2% -$28.7K 0.35% 76
2026
Q1 		$1.59M Sell
11,484
-332
-3% -$47.8K 0.36% 74
2025
Q4 		$1.67M Sell
11,816
-45
-0.4% -$6.29K 0.35% 71
2025
Q3 		$1.63M Sell
11,861
-528
-4% -$70.2K 0.37% 70
2025
Q2 		$1.59M Buy
12,389
+157
+1% +$18.8K 0.39% 70
2025
Q1 		$1.42M Buy
12,232
+287
+2% +$34.3K 0.36% 72
2024
Q4 		$1.4M Sell
11,945
-677
-5% -$81.3K 0.36% 70
2024
Q3 		$1.51M Buy
12,622
+534
+4% +$61.4K 0.39% 69
2024
Q2 		$1.36M Buy
12,088
+656
+6% +$72.3K 0.38% 74
2024
Q1 		$1.26M Buy
11,432
+452
+4% +$47.8K 0.36% 79
2023
Q4 		$1.13M Buy
10,980
+3,355
+44% +$323K 0.35% 82
2023
Q3 		$711K Buy
+7,625
New +$740K 0.25% 108

Other funds holding VT

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Triangle Securities Wealth Management's VT Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 1.6% in Q2 2026, selling an estimated $28.7K and leaving 11,296 shares worth $1.77M. The position accounts for 0.35% of the portfolio, ranked #76.

Triangle Securities Wealth Management first reported a position in VT in Q3 2023 and has held it in 12 quarters since. 270 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Triangle Securities Wealth Management held 11,296 shares of Vanguard Total World Stock ETF worth $1.77M as of Q2 2026.
  • Triangle Securities Wealth Management sold 188 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $28.7K.
  • Vanguard Total World Stock ETF made up 0.35% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Triangle Securities Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2023 and has held it in 12 quarters since.
  • 270 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.