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Waterloo Capital’s Vanguard Total World Stock ETF VT Stock Holding History

Waterloo Capital’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 		$1.22M Buy
7,803
+4,820
+162% +$735K 0.07% 218
2026
Q1 		$413K Sell
2,983
-101
-3% -$14.5K 0.03% 341
2025
Q4 		$435K Buy
3,084
+19
+0.6% +$2.66K 0.03% 308
2025
Q3 		$422K Buy
3,065
+445
+17% +$59.1K 0.03% 309
2025
Q2 		$337K Sell
2,620
-7
-0.3% -$837 0.03% 334
2025
Q1 		$305K Buy
2,627
+71
+3% +$8.5K 0.03% 315
2024
Q4 		$300K Buy
2,556
+344
+16% +$41.3K 0.03% 293
2024
Q3 		$265K Buy
2,212
+134
+6% +$15.4K 0.03% 311
2024
Q2 		$234K Buy
2,078
+194
+10% +$21.4K 0.03% 315
2024
Q1 		$208K Sell
1,884
-358
-16% -$37.9K 0.03% 343
2023
Q4 		$231K Buy
+2,242
New +$216K 0.04% 340

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Waterloo Capital's VT Position: Q2 2026 in Review

Waterloo Capital increased its Vanguard Total World Stock ETF (VT) stake by 162% in Q2 2026, buying an estimated $735K and bringing the position to 7,803 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #218.

Waterloo Capital first reported a position in VT in Q4 2023 and has held it in 11 quarters since. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Waterloo Capital held 7,803 shares of Vanguard Total World Stock ETF worth $1.22M as of Q2 2026.
  • Waterloo Capital bought 4,820 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $735K.
  • Vanguard Total World Stock ETF made up 0.07% of Waterloo Capital's portfolio in Q2 2026, its #218 holding.
  • Waterloo Capital first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.