Viewpoint Investment Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Viewpoint Investment Partners’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	$1.14M	Sell	7,300 -200	-3%	-$30.5K	0.4%	48
2026 Q1	$1.04M	Hold	7,500	–	–	0.48%	46
2025 Q4	$1.06M	Sell	7,500 -2,200	-23%	-$308K	0.5%	29
2025 Q3	$1.25M	Hold	9,700	–	–	0.68%	25
2025 Q2	$1.25M	Buy	9,700 +1,400	+17%	+$167K	0.68%	25
2025 Q1	$962K	Buy	+8,300	New	+$993K	0.52%	19

Other funds holding VT

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Viewpoint Investment Partners's VT Position: Q2 2026 in Review

Viewpoint Investment Partners reduced its Vanguard Total World Stock ETF (VT) stake by 2.7% in Q2 2026, selling an estimated $30.5K and leaving 7,300 shares worth $1.14M. The position accounts for 0.4% of the portfolio, ranked #48.

Viewpoint Investment Partners first reported a position in VT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.25M in Q3 2025. 631 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Viewpoint Investment Partners held 7,300 shares of Vanguard Total World Stock ETF worth $1.14M as of Q2 2026.
Viewpoint Investment Partners sold 200 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $30.5K.
Vanguard Total World Stock ETF made up 0.4% of Viewpoint Investment Partners's portfolio in Q2 2026, its #48 holding.
Viewpoint Investment Partners first reported a position in Vanguard Total World Stock ETF in Q1 2025 and has held it in 6 quarters since.
Viewpoint Investment Partners's Vanguard Total World Stock ETF position peaked at $1.25M in Q3 2025.
631 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Viewpoint Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.