Verdence Capital Advisors
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Verdence Capital Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Verdence Capital 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
Q3 		$1M Buy
6,359
+189
+3% +$30K 0.04% 349
2026
Q2 		$968K Sell
6,170
-46
-0.7% -$7.02K 0.05% 310
2026
Q1 		$860K Sell
6,216
-14
-0.2% -$2.01K 0.05% 320
2025
Q4 		$879K Sell
6,230
-2
-0% -$280 0.05% 304
2025
Q3 		$883K Buy
6,232
+499
+9% +$66.3K 0.05% 322
2025
Q2 		$737K Sell
5,733
-82
-1% -$9.8K 0.05% 308
2025
Q1 		$674K Sell
5,815
-85
-1% -$10.2K 0.05% 308
2024
Q4 		$693K Sell
5,900
-56
-0.9% -$6.72K 0.06% 306
2024
Q3 		$713K Sell
5,956
-372
-6% -$42.8K 0.06% 312
2024
Q2 		$713K Sell
6,328
-93
-1% -$10.3K 0.06% 294
2024
Q1 		$710K Sell
6,421
-298
-4% -$31.5K 0.06% 292
2023
Q4 		$691K Hold
6,719
– – 0.07% 277
2023
Q3 		$626K Hold
6,719
– – 0.07% 282
2023
Q2 		$652K Hold
6,719
– – 0.08% 264
2023
Q1 		$619K Buy
6,719
+78
+1% +$7.06K 0.07% 276
2022
Q4 		$572K Sell
6,641
-65
-1% -$5.55K 0.07% 258
2022
Q3 		$529K Hold
6,706
– – 0.07% 264
2022
Q2 		$572K Buy
+6,706
New +$620K 0.07% 268

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Permanent Capital Management
Permanent Capital Management Chicago, Illinois $3.25B AUM 6.24% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Verdence Capital Advisors's VT Position: Q3 2026 in Review

Verdence Capital Advisors increased its Vanguard Total World Stock ETF (VT) stake by 3.1% in Q3 2026, buying an estimated $30K and bringing the position to 6,359 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #349.

Verdence Capital Advisors first reported a position in VT in Q2 2022 and has held it in 18 quarters since. 1,048 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Verdence Capital Advisors held 6,359 shares of Vanguard Total World Stock ETF worth $1M as of Q3 2026.
  • Verdence Capital Advisors bought 189 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $30K.
  • Vanguard Total World Stock ETF made up 0.04% of Verdence Capital Advisors's portfolio in Q3 2026, its #349 holding.
  • Verdence Capital Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2022 and has held it in 18 quarters since.
  • 1,048 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Verdence Capital Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.