Truepoint Inc’s Vanguard Total World Stock ETF VT Stock Holding History

Truepoint Inc’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	$208K	Buy	+1,325	New	+$202K	﹤0.01%	156
2024 Q1	–	Sell	-2,134	Closed	-$220K	–	240
2023 Q4	$220K	Buy	+2,134	New	+$205K	0.01%	219
2023 Q3	–	Sell	-2,185	Closed	-$212K	–	207
2023 Q2	$212K	Hold	2,185	–	–	0.01%	140
2023 Q1	$201K	Buy	+2,185	New	+$198K	0.01%	138
2022 Q4	–	Sell	-3,625	Closed	-$286K	–	170
2022 Q3	$286K	Sell	3,625 -150	-4%	-$13.2K	0.01%	125
2022 Q2	$322K	Buy	3,775 +7	+0.2%	+$647	0.02%	124
2022 Q1	$382K	Sell	3,768 -102	-3%	-$10.3K	0.02%	106
2021 Q4	$416K	Buy	3,870 +79	+2%	+$8.39K	0.02%	98
2021 Q3	$386K	Sell	3,791 -93	-2%	-$9.75K	0.02%	101
2021 Q2	$402K	Buy	3,884 +36	+0.9%	+$3.67K	0.02%	88
2021 Q1	$374K	Sell	3,848 -231	-6%	-$22.2K	0.02%	87
2020 Q4	$378K	Buy	+4,079	New	+$354K	0.03%	81

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

Truepoint Inc's VT Position: Q2 2026 in Review

Truepoint Inc opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 1,325 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #156 among its holdings. This is a return to the name: Truepoint Inc previously reported a position in VT as recently as Q4 2023.

Truepoint Inc first reported a position in VT in Q4 2020 and has held it in 12 quarters since. The position peaked at $416K in Q4 2021. 1,319 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Truepoint Inc held 1,325 shares of Vanguard Total World Stock ETF worth $208K as of Q2 2026.
Vanguard Total World Stock ETF was a new Truepoint Inc position in Q2 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of Truepoint Inc's portfolio in Q2 2026, its #156 holding.
Truepoint Inc first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 12 quarters since.
Truepoint Inc's Vanguard Total World Stock ETF position peaked at $416K in Q4 2021.
1,319 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.