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

Vistica 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	–	Sell	-1,721	Closed	-$238K	–	55
2026 Q1	$238K	Hold	1,721	–	–	0.24%	45
2025 Q4	$243K	Buy	+1,721	New	+$241K	0.24%	41

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Vistica Wealth Advisors's VT Position: Q2 2026 in Review

Vistica Wealth Advisors sold out of Vanguard Total World Stock ETF (VT) in Q2 2026, closing a stake of 1,721 shares — an estimated $238K sold.

Vistica Wealth Advisors first reported a position in VT in Q4 2025 and held it in 2 quarters. The position peaked at $243K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Vistica Wealth Advisors reported no remaining Vanguard Total World Stock ETF position as of Q2 2026 after selling out during the quarter.
Vistica Wealth Advisors sold 1,721 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $238K.
Vistica Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2025 and held it in 2 quarters.
Vistica Wealth Advisors's Vanguard Total World Stock ETF position peaked at $243K in Q4 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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