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Your Advocates Ltd’s Vanguard Total World Stock ETF VT Stock Holding History

Your Advocates Ltd’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 		$222K Buy
1,412
+269
+24% +$41K 0.06% 26
2026
Q1 		$158K Buy
1,143
+174
+18% +$25K 0.05% 35
2025
Q4 		$137K Buy
969
+55
+6% +$7.69K 0.04% 32
2025
Q3 		$126K Buy
914
+9
+1% +$1.2K 0.04% 34
2025
Q2 		$116K Buy
905
+585
+183% +$70K 0.04% 33
2025
Q1 		$37.1K Sell
320
-7
-2% -$838 0.01% 64
2024
Q4 		$38.4K Buy
327
+46
+16% +$5.52K 0.02% 59
2024
Q3 		$33.6K Buy
+281
New +$32.3K 0.01% 69

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 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
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Your Advocates Ltd's VT Position: Q2 2026 in Review

Your Advocates Ltd increased its Vanguard Total World Stock ETF (VT) stake by 24% in Q2 2026, buying an estimated $41K and bringing the position to 1,412 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #26.

Your Advocates Ltd first reported a position in VT in Q3 2024 and has held it in 8 quarters since. 757 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Your Advocates Ltd held 1,412 shares of Vanguard Total World Stock ETF worth $222K as of Q2 2026.
  • Your Advocates Ltd bought 269 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $41K.
  • Vanguard Total World Stock ETF made up 0.06% of Your Advocates Ltd's portfolio in Q2 2026, its #26 holding.
  • Your Advocates Ltd first reported a position in Vanguard Total World Stock ETF in Q3 2024 and has held it in 8 quarters since.
  • 757 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.