Walkner Condon Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Walkner Condon Financial 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	$462K	Sell	2,946 -296	-9%	-$45.2K	0.05%	199
2026 Q1	$448K	Sell	3,242 -34	-1%	-$4.89K	0.06%	190
2025 Q4	$462K	Buy	3,276 +50	+2%	+$6.99K	0.06%	189
2025 Q3	$445K	Sell	3,226 -2	-0.1%	-$266	0.07%	187
2025 Q2	$415K	Buy	3,228 +622	+24%	+$74.4K	0.08%	184
2025 Q1	$302K	Sell	2,606 -1,733	-40%	-$207K	0.06%	200
2024 Q4	$510K	Buy	4,339 +1,747	+67%	+$210K	0.1%	162
2024 Q3	$310K	Buy	2,592 +582	+29%	+$66.9K	0.06%	212
2024 Q2	$226K	Buy	+2,010	New	+$222K	0.05%	234

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

Walkner Condon Financial Advisors's VT Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 9.1% in Q2 2026, selling an estimated $45.2K and leaving 2,946 shares worth $462K. The position accounts for 0.05% of the portfolio, ranked #199.

Walkner Condon Financial Advisors first reported a position in VT in Q2 2024 and has held it in 9 quarters since. The position peaked at $510K in Q4 2024. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Walkner Condon Financial Advisors held 2,946 shares of Vanguard Total World Stock ETF worth $462K as of Q2 2026.
Walkner Condon Financial Advisors sold 296 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $45.2K.
Vanguard Total World Stock ETF made up 0.05% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #199 holding.
Walkner Condon Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 9 quarters since.
Walkner Condon Financial Advisors's Vanguard Total World Stock ETF position peaked at $510K in Q4 2024.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.