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WESPAC Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

WESPAC 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 		$5.84M Buy
37,241
+34,599
+1,310% +$5.28M 2.85% 3
2026
Q1 		$365K Buy
2,642
+902
+52% +$130K 0.2% 123
2025
Q4 		$245K Buy
+1,740
New +$243K 0.13% 153

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

WESPAC Advisors's VT Position: Q2 2026 in Review

WESPAC Advisors increased its Vanguard Total World Stock ETF (VT) stake by 1,310% in Q2 2026, buying an estimated $5.28M and bringing the position to 37,241 shares worth $5.84M. The position accounts for 2.85% of the portfolio, ranked #3.

WESPAC Advisors first reported a position in VT in Q4 2025 and has held it in 3 quarters since. 942 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • WESPAC Advisors held 37,241 shares of Vanguard Total World Stock ETF worth $5.84M as of Q2 2026.
  • WESPAC Advisors bought 34,599 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $5.28M.
  • Vanguard Total World Stock ETF made up 2.85% of WESPAC Advisors's portfolio in Q2 2026, its #3 holding.
  • WESPAC Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 942 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.