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

Turtle Creek Wealth Advisors’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	$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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Turtle Creek Wealth Advisors's VT Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 2.9% in Q2 2026, selling an estimated $26.7K and leaving 5,789 shares worth $909K. The position accounts for 0.05% of the portfolio, ranked #170.

Turtle Creek Wealth Advisors first reported a position in VT in Q1 2024 and has held it in 5 quarters since. 700 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Turtle Creek Wealth Advisors held 5,789 shares of Vanguard Total World Stock ETF worth $909K as of Q2 2026.
Turtle Creek Wealth Advisors sold 175 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $26.7K.
Vanguard Total World Stock ETF made up 0.05% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #170 holding.
Turtle Creek Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2024 and has held it in 5 quarters since.
700 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.