Winch Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History

Winch Advisory Services’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	$16.1K	Buy	103 +1	+1%	+$153	﹤0.01%	287
2026 Q1	$14.1K	Buy	+102	New	+$14.7K	﹤0.01%	284
2025 Q1	–	Sell	-136	Closed	-$15.9K	–	549
2024 Q4	$15.9K	Buy	136 +1	+0.7%	+$120	﹤0.01%	248
2024 Q3	$16.1K	Buy	135 +1	+0.7%	+$115	﹤0.01%	229
2024 Q2	$15.1K	Buy	134 +1	+0.8%	+$110	﹤0.01%	227
2024 Q1	$14.7K	Hold	133	–	–	﹤0.01%	229
2023 Q4	$13.7K	Sell	133 -18	-12%	-$1.73K	﹤0.01%	232
2023 Q3	$14K	Sell	151 -1	-0.7%	-$97	0.01%	224
2023 Q2	$15K	Buy	152 +1	+0.7%	+$94	0.01%	217
2023 Q1	$14K	Sell	151 -12	-7%	-$1.09K	0.01%	222
2022 Q4	$14K	Buy	+163	New	+$13.9K	0.01%	214
2021 Q4	–	Sell	-13	Closed	-$1K	–	507
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	463
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	468
2021 Q1	$1K	Sell	13 -11	-46%	-$1.06K	﹤0.01%	438
2020 Q4	$2K	Buy	+24	New	+$2.08K	﹤0.01%	380
2018 Q1	–	Sell	-68	Closed	-$5K	–	331
2017 Q4	$5K	Buy	68 +1	+1%	+$73	﹤0.01%	222
2017 Q3	$5K	Buy	+67	New	+$4.64K	﹤0.01%	212
2017 Q2	–	Sell	-50	Closed	-$3K	–	320
2017 Q1	$3K	Buy	+50	New	+$3.2K	﹤0.01%	231
2014 Q4	–	Sell	-285	Closed	-$17K	–	173
2014 Q3	$17K	Buy	285 +1	+0.4%	+$62	0.01%	109
2014 Q2	$18K	Buy	284 +16	+6%	+$972	0.01%	134
2014 Q1	$16K	Buy	+268	New	+$15.7K	0.01%	146

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

Winch Advisory Services's VT Position: Q2 2026 in Review

Winch Advisory Services increased its Vanguard Total World Stock ETF (VT) stake by 0.98% in Q2 2026, buying an estimated $153 and bringing the position to 103 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Winch Advisory Services first reported a position in VT in Q1 2014 and has held it in 21 quarters since. The position peaked at $18K in Q2 2014. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Winch Advisory Services held 103 shares of Vanguard Total World Stock ETF worth $16.1K as of Q2 2026.
Winch Advisory Services bought 1 Vanguard Total World Stock ETF share in Q2 2026, an estimated $153.
Vanguard Total World Stock ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #287 holding.
Winch Advisory Services first reported a position in Vanguard Total World Stock ETF in Q1 2014 and has held it in 21 quarters since.
Winch Advisory Services's Vanguard Total World Stock ETF position peaked at $18K in Q2 2014.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.