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

Warren Street 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	$1.12M	Hold	7,118	–	–	0.25%	40
2026 Q1	$985K	Sell	7,118 -32	-0.4%	-$4.6K	0.25%	39
2025 Q4	$1.01M	Sell	7,150 -6,063	-46%	-$847K	0.29%	34
2025 Q3	$1.82M	Buy	13,213 +549	+4%	+$73K	0.54%	30
2025 Q2	$1.63M	Sell	12,664 -63	-0.5%	-$7.54K	0.54%	29
2025 Q1	$1.48M	Sell	12,727 -28	-0.2%	-$3.35K	0.57%	28
2024 Q4	$1.5M	Sell	12,755 -1	-0%	-$120	0.61%	28
2024 Q3	$1.53M	Sell	12,756 -113	-0.9%	-$13K	0.63%	26
2024 Q2	$1.45M	Buy	12,869 +49	+0.4%	+$5.4K	0.72%	23
2024 Q1	$1.42M	Sell	12,820 -43	-0.3%	-$4.55K	0.7%	24
2023 Q4	$1.32M	Sell	12,863 -34	-0.3%	-$3.27K	0.75%	22
2023 Q3	$1.2M	Sell	12,897 -45	-0.3%	-$4.37K	0.79%	18
2023 Q2	$1.26M	Sell	12,942 -33	-0.3%	-$3.09K	0.83%	18
2023 Q1	$1.19M	Buy	12,975 +98	+0.8%	+$8.88K	0.85%	17
2022 Q4	$1.11M	Buy	12,877 +602	+5%	+$51.4K	0.89%	15
2022 Q3	$968K	Buy	12,275 +89	+0.7%	+$7.82K	0.97%	16
2022 Q2	$1.04M	Buy	12,186 +171	+1%	+$15.8K	1%	16
2022 Q1	$1.22M	Buy	12,015 +633	+6%	+$64.1K	1.06%	17
2021 Q4	$1.22M	Buy	+11,382	New	+$1.21M	1.13%	18

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

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

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Warren Street Wealth Advisors's VT Position: Q2 2026 in Review

Warren Street Wealth Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 7,118 shares worth $1.12M. The position accounts for 0.25% of the portfolio, ranked #40.

Warren Street Wealth Advisors first reported a position in VT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.82M in Q3 2025. 578 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Warren Street Wealth Advisors held 7,118 shares of Vanguard Total World Stock ETF worth $1.12M as of Q2 2026.
Warren Street Wealth Advisors left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.25% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Warren Street Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 19 quarters since.
Warren Street Wealth Advisors's Vanguard Total World Stock ETF position peaked at $1.82M in Q3 2025.
578 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.