Turtle Creek Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$914K Hold
5,789
– – 0.05% 180
2026
Q2
$909K Sell
5,789
-175
-3% -$26.7K 0.05% 170
2026
Q1
$825K Sell
5,964
-329
-5% -$47.3K 0.06% 157
2025
Q4
$888K Buy
6,293
+1,528
+32% +$214K 0.07% 166
2025
Q3
$657K Buy
+4,765
New +$633K 0.06% 183
2024
Q2
– Sell
-181
Closed -$20K – 218
2024
Q1
$20K Buy
+181
New +$19.1K ﹤0.01% 174

Other funds holding VT

Turtle Creek Wealth Advisors's VT Position: Q3 2026 in Review

Turtle Creek Wealth Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 5,789 shares worth $914K. The position accounts for 0.05% of the portfolio, ranked #180.

Turtle Creek Wealth Advisors first reported a position in VT in Q1 2024 and has held it in 6 quarters since. 816 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Turtle Creek Wealth Advisors held 5,789 shares of Vanguard Total World Stock ETF worth $914K as of Q3 2026.
  • Turtle Creek Wealth Advisors left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
  • Vanguard Total World Stock ETF made up 0.05% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #180 holding.
  • Turtle Creek Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2024 and has held it in 6 quarters since.
  • 816 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.