Valeo Financial 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
Q2 | $7.83M | Buy |
49,863
+2,440
| +5% | +$372K | 0.17% | 66 |
|
|
2026
Q1 | $6.56M | Buy |
47,423
+507
| +1% | +$72.9K | 0.16% | 70 |
|
|
2025
Q4 | $6.62M | Buy |
46,916
+598
| +1% | +$83.6K | 0.15% | 78 |
|
|
2025
Q3 | $6.38M | Buy |
46,318
+1,533
| +3% | +$204K | 0.15% | 73 |
|
|
2025
Q2 | $5.76M | Buy |
44,785
+857
| +2% | +$103K | 0.14% | 78 |
|
|
2025
Q1 | $5.09M | Buy |
43,928
+2,447
| +6% | +$293K | 0.14% | 73 |
|
|
2024
Q4 | $4.87M | Buy |
41,481
+3,920
| +10% | +$471K | 0.14% | 75 |
|
|
2024
Q3 | $4.5M | Buy |
37,561
+522
| +1% | +$60K | 0.13% | 81 |
|
|
2024
Q2 | $4.17M | Buy |
37,039
+4,136
| +13% | +$456K | 0.13% | 80 |
|
|
2024
Q1 | $3.52M | Buy |
32,903
+3,434
| +12% | +$363K | 0.13% | 90 |
|
|
2023
Q4 | $3.03M | Buy |
29,469
+4,912
| +20% | +$473K | 0.12% | 99 |
|
|
2023
Q3 | $2.29M | Buy |
24,557
+14,289
| +139% | +$1.39M | 0.1% | 113 |
|
|
2023
Q2 | $996K | Sell |
10,268
-6,640
| -39% | -$622K | 0.05% | 207 |
|
|
2023
Q1 | $1.56M | Sell |
16,908
-43,171
| -72% | -$3.91M | 0.08% | 154 |
|
|
2022
Q4 | $5.18M | Buy |
60,079
+1,429
| +2% | +$122K | 0.28% | 51 |
|
|
2022
Q3 | $4.63M | Sell |
58,650
-2,986
| -5% | -$262K | 0.29% | 53 |
|
|
2022
Q2 | $5.26M | Buy |
61,636
+53,220
| +632% | +$4.92M | 0.33% | 50 |
|
|
2022
Q1 | $852K | Buy |
8,416
+24
| +0.3% | +$2.43K | 0.04% | 224 |
|
|
2021
Q4 | $902K | Buy |
8,392
+188
| +2% | +$20K | 0.05% | 204 |
|
|
2021
Q3 | $835K | Hold |
8,204
| – | – | 0.05% | 208 |
|
|
2021
Q2 | $850K | Buy |
8,204
+292
| +4% | +$29.8K | 0.05% | 185 |
|
|
2021
Q1 | $770K | Buy |
7,912
+199
| +3% | +$19.1K | 0.04% | 209 |
|
|
2020
Q4 | $714K | Buy |
7,713
+2,421
| +46% | +$210K | 0.04% | 193 |
|
|
2020
Q3 | $427K | Hold |
5,292
| – | – | 0.04% | 209 |
|
|
2020
Q2 | $396K | Hold |
5,292
| – | – | 0.04% | 212 |
|
|
2020
Q1 | $354K | Hold |
5,292
| – | – | 0.04% | 211 |
|
|
2019
Q4 | $429K | Hold |
5,292
| – | – | 0.04% | 210 |
|
|
2019
Q3 | $396K | Hold |
5,292
| – | – | 0.04% | 198 |
|
|
2019
Q2 | $398K | Sell |
5,292
-74
| -1% | -$5.48K | 0.05% | 197 |
|
|
2019
Q1 | $393K | Buy |
5,366
+2,737
| +104% | +$194K | 0.05% | 191 |
|
|
2018
Q4 | $172K | Sell |
2,629
-33
| -1% | -$2.31K | 0.02% | 281 |
|
|
2018
Q3 | $186K | Buy |
2,662
+2,484
| +1,396% | +$187K | 0.03% | 286 |
|
|
2018
Q2 | $13K | Hold |
178
| – | – | ﹤0.01% | 889 |
|
|
2018
Q1 | $13K | Hold |
178
| – | – | ﹤0.01% | 865 |
|
|
2017
Q4 | $13K | Buy |
178
+99
| +125% | +$7.19K | ﹤0.01% | 778 |
|
|
2017
Q3 | $6K | Buy |
+79
| New | +$5.48K | ﹤0.01% | 845 |
|
Other funds holding VT
RIM
CA
BT
Valeo Financial Advisors's VT Position: Q2 2026 in Review
Valeo Financial Advisors increased its Vanguard Total World Stock ETF (VT) stake by 5.1% in Q2 2026, buying an estimated $372K and bringing the position to 49,863 shares worth $7.83M. The position accounts for 0.17% of the portfolio, ranked #66.
Valeo Financial Advisors first reported a position in VT in Q3 2017 and has held it in 36 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.
- Valeo Financial Advisors held 49,863 shares of Vanguard Total World Stock ETF worth $7.83M as of Q2 2026.
- Valeo Financial Advisors bought 2,440 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $372K.
- Vanguard Total World Stock ETF made up 0.17% of Valeo Financial Advisors's portfolio in Q2 2026, its #66 holding.
- Valeo Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2017 and has held it in 36 quarters since.
- 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.