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Windsor Advisory Group’s Vanguard Total World Stock ETF VT Stock Holding History

Windsor Advisory Group’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 		$4.31M Buy
27,435
+1,601
+6% +$244K 3.13% 9
2026
Q1 		$3.57M Buy
25,834
+722
+3% +$104K 2.99% 8
2025
Q4 		$3.54M Buy
25,112
+1,220
+5% +$171K 3.16% 8
2025
Q3 		$3.29M Buy
23,892
+527
+2% +$70K 2.91% 8
2025
Q2 		$3M Sell
23,365
-44,155
-65% -$5.28M 4.26% 4
2025
Q1 		$7.83M Sell
67,520
-25,227
-27% -$3.02M 10.12% 2
2024
Q4 		$10.9M Buy
92,747
+101
+0.1% +$12.1K 12.67% 2
2024
Q3 		$11.1M Buy
92,646
+975
+1% +$112K 12.52% 2
2024
Q2 		$10.3M Buy
91,671
+71,123
+346% +$7.84M 20.7% 1
2024
Q1 		$2.27M Buy
20,548
+2,352
+13% +$249K 6.4% 5
2023
Q4 		$1.87M Buy
18,196
+100
+0.6% +$9.62K 5.57% 5
2023
Q3 		$1.69M Buy
18,096
+963
+6% +$93.5K 4.01% 8
2023
Q2 		$1.66M Buy
17,133
+224
+1% +$21K 4.11% 8
2023
Q1 		$1.56M Buy
16,909
+629
+4% +$57K 3.73% 8
2022
Q4 		$1.4M Buy
+16,280
New +$1.39M 3.72% 7

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

Windsor Advisory Group's VT Position: Q2 2026 in Review

Windsor Advisory Group increased its Vanguard Total World Stock ETF (VT) stake by 6.2% in Q2 2026, buying an estimated $244K and bringing the position to 27,435 shares worth $4.31M. The position accounts for 3.13% of the portfolio, ranked #9.

Windsor Advisory Group first reported a position in VT in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.1M in Q3 2024. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Windsor Advisory Group held 27,435 shares of Vanguard Total World Stock ETF worth $4.31M as of Q2 2026.
  • Windsor Advisory Group bought 1,601 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $244K.
  • Vanguard Total World Stock ETF made up 3.13% of Windsor Advisory Group's portfolio in Q2 2026, its #9 holding.
  • Windsor Advisory Group first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • Windsor Advisory Group's Vanguard Total World Stock ETF position peaked at $11.1M in Q3 2024.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.