WBH Advisory’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.3M | Sell |
80,772
-2,594
| -3% | -$373K | 0.85% | 35 |
|
|
2025
Q4 | $11.8M | Sell |
83,366
-3,084
| -4% | -$431K | 0.87% | 33 |
|
|
2025
Q3 | $11.9M | Sell |
86,450
-705
| -0.8% | -$93.7K | 0.91% | 31 |
|
|
2025
Q2 | $11.2M | Sell |
87,155
-19,633
| -18% | -$2.35M | 0.95% | 29 |
|
|
2025
Q1 | $12.4M | Buy |
106,788
+22,074
| +26% | +$2.64M | 1.16% | 27 |
|
|
2024
Q4 | $9.95M | Buy |
84,714
+5,299
| +7% | +$636K | 0.92% | 30 |
|
|
2024
Q3 | $9.51M | Sell |
79,415
-3,383
| -4% | -$389K | 0.9% | 31 |
|
|
2024
Q2 | $9.33M | Sell |
82,798
-1,820
| -2% | -$201K | 0.94% | 31 |
|
|
2024
Q1 | $9.35M | Sell |
84,618
-4,656
| -5% | -$492K | 0.96% | 30 |
|
|
2023
Q4 | $9.18M | Sell |
89,274
-2,536
| -3% | -$244K | 1.02% | 27 |
|
|
2023
Q3 | $8.55M | Sell |
91,810
-5,697
| -6% | -$553K | 1.05% | 28 |
|
|
2023
Q2 | $9.46M | Sell |
97,507
-5,071
| -5% | -$475K | 1.12% | 23 |
|
|
2023
Q1 | $9.45M | Buy |
+102,578
| New | +$9.29M | 1.18% | 21 |
|
|
2022
Q3 | $11.1M | Buy |
140,345
+14,514
| +12% | +$1.28M | 1.6% | 12 |
|
|
2022
Q2 | $10.8M | Buy |
125,831
+2,068
| +2% | +$191K | 1.44% | 16 |
|
|
2022
Q1 | $11.8M | Sell |
123,763
-2,017
| -2% | -$204K | 1.45% | 14 |
|
|
2021
Q4 | $13.5M | Sell |
125,780
-4,091
| -3% | -$435K | 1.54% | 15 |
|
|
2021
Q3 | $13.2M | Sell |
129,871
-245
| -0.2% | -$25.7K | 1.78% | 10 |
|
|
2021
Q2 | $13.6M | Sell |
130,116
-3,797
| -3% | -$387K | 1.99% | 8 |
|
|
2021
Q1 | $13M | Sell |
133,913
-5,263
| -4% | -$506K | 2.11% | 7 |
|
|
2020
Q4 | $13.4M | Sell |
139,176
-7,033
| -5% | -$610K | 2.3% | 7 |
|
|
2020
Q3 | $11.8M | Sell |
146,209
-1,559
| -1% | -$125K | 2.38% | 6 |
|
|
2020
Q2 | $11.1M | Sell |
147,768
-29,613
| -17% | -$2.09M | 2.68% | 5 |
|
|
2020
Q1 | $11.1K | Buy |
177,381
+164,440
| +1,271% | +$12.4M | 2.61% | 6 |
|
|
2019
Q4 | $1.05M | Buy |
12,941
+421
| +3% | +$32.7K | 0.21% | 98 |
|
|
2019
Q3 | $936K | Hold |
12,520
| – | – | 0.21% | 107 |
|
|
2019
Q2 | $941K | Buy |
12,520
+202
| +2% | +$15K | 0.22% | 100 |
|
|
2019
Q1 | $901K | Buy |
12,318
+52
| +0.4% | +$3.69K | 0.21% | 106 |
|
|
2018
Q4 | $802 | Sell |
12,266
-145
| -1% | -$10.1K | 0.19% | 107 |
|
|
2018
Q3 | $941K | Sell |
12,411
-108
| -0.9% | -$8.13K | 0.23% | 103 |
|
|
2018
Q2 | $918K | Buy |
12,519
+1,244
| +11% | +$92.8K | 0.24% | 98 |
|
|
2018
Q1 | $830K | Sell |
11,275
-50
| -0.4% | -$3.79K | 0.23% | 100 |
|
|
2017
Q4 | $841K | Buy |
11,325
+119
| +1% | +$8.65K | 0.22% | 101 |
|
|
2017
Q3 | $792K | Hold |
11,206
| – | – | 0.22% | 102 |
|
|
2017
Q2 | $756K | Hold |
11,206
| – | – | 0.21% | 100 |
|
|
2017
Q1 | $730K | Sell |
11,206
-510
| -4% | -$32.6K | 0.22% | 94 |
|
|
2016
Q4 | $714K | Buy |
11,716
+1
| +0% | +$60 | 0.24% | 93 |
|
|
2016
Q3 | $712K | Sell |
11,715
-86
| -0.7% | -$5.19K | 0.24% | 94 |
|
|
2016
Q2 | $685K | Sell |
11,801
-1,770
| -13% | -$103K | 0.27% | 86 |
|
|
2016
Q1 | $782K | Buy |
13,571
+21
| +0.2% | +$1.15K | 0.26% | 76 |
|
|
2015
Q4 | $780 | Sell |
13,550
-933
| -6% | -$54.7K | 0.27% | 78 |
|
|
2015
Q3 | $801K | Sell |
14,483
-46
| -0.3% | -$2.73K | 0.33% | 73 |
|
|
2015
Q2 | $893K | Buy |
14,529
+28
| +0.2% | +$1.77K | 0.35% | 70 |
|
|
2015
Q1 | $893 | Buy |
14,501
+3,672
| +34% | +$224K | 0.25% | 73 |
|
|
2014
Q4 | $651K | Buy |
10,829
+912
| +9% | +$54.8K | 0.25% | 97 |
|
|
2014
Q3 | $598K | Sell |
9,917
-12
| -0.1% | -$744 | 0.21% | 104 |
|
|
2014
Q2 | $617K | Buy |
9,929
+61
| +0.6% | +$3.71K | 0.23% | 105 |
|
|
2014
Q1 | $588K | Hold |
9,868
| – | – | 0.23% | 106 |
|
|
2013
Q4 | $586K | Buy |
9,868
+2,648
| +37% | +$152K | 0.24% | 107 |
|
|
2013
Q3 | $401K | Sell |
7,220
-2,176
| -23% | -$118K | 0.18% | 130 |
|
|
2013
Q2 | $483K | Buy |
+9,396
| New | +$499K | 0.22% | 110 |
|
Other funds holding VT
RIM
CA
WBH Advisory's VT Position: Q1 2026 in Review
WBH Advisory reduced its Vanguard Total World Stock ETF (VT) stake by 3.1% in Q1 2026, selling an estimated $373K and leaving 80,772 shares worth $11.3M. The position accounts for 0.85% of the portfolio, ranked #35.
WBH Advisory first reported a position in VT in Q2 2013 and has held it in 51 quarters since. The position peaked at $13.6M in Q2 2021. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.
- WBH Advisory held 80,772 shares of Vanguard Total World Stock ETF worth $11.3M as of Q1 2026.
- WBH Advisory sold 2,594 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $373K.
- Vanguard Total World Stock ETF made up 0.85% of WBH Advisory's portfolio in Q1 2026, its #35 holding.
- WBH Advisory first reported a position in Vanguard Total World Stock ETF in Q2 2013 and has held it in 51 quarters since.
- WBH Advisory's Vanguard Total World Stock ETF position peaked at $13.6M in Q2 2021.
- 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.