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 Q3	$209K	Hold	1,325	–	–	﹤0.01%	177
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%	-$9.7K	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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return

Permanent Capital Management Chicago, Illinois $3.25B AUM 6.24% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

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

Truepoint Inc's VT Position: Q3 2026 in Review

Truepoint Inc held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 1,325 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Truepoint Inc first reported a position in VT in Q4 2020 and has held it in 13 quarters since. The position peaked at $416K in Q4 2021. 1,048 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Truepoint Inc held 1,325 shares of Vanguard Total World Stock ETF worth $209K as of Q3 2026.
Truepoint Inc left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of Truepoint Inc's portfolio in Q3 2026, its #177 holding.
Truepoint Inc first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 13 quarters since.
Truepoint Inc's Vanguard Total World Stock ETF position peaked at $416K in Q4 2021.
1,048 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Truepoint Inc's 13F filing for Q3 2026, filed 12 Nov 2026.