Advance Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

Advance Capital Management’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 Q1	$280K	Sell	2,022 -657	-25%	-$94.5K	0.01%	144
2025 Q4	$378K	Sell	2,679 -691	-21%	-$96.6K	0.02%	124
2025 Q3	$464K	Buy	3,370 +221	+7%	+$29.4K	0.02%	107
2025 Q2	$405K	Buy	3,149 +1	+0%	+$120	0.02%	110
2025 Q1	$365K	Buy	3,148 +10	+0.3%	+$1.2K	0.02%	112
2024 Q4	$369K	Buy	3,138 +41	+1%	+$4.92K	0.02%	105
2024 Q3	$371K	Hold	3,097	–	–	0.02%	106
2024 Q2	$349K	Hold	3,097	–	–	0.02%	105
2024 Q1	$342K	Hold	3,097	–	–	0.02%	107
2023 Q4	$319K	Sell	3,097 -81	-3%	-$7.79K	0.03%	90
2023 Q3	$296K	Hold	3,178	–	–	0.03%	91
2023 Q2	$308K	Sell	3,178 -837	-21%	-$78.5K	0.04%	89
2023 Q1	$370K	Sell	4,015 -437	-10%	-$39.6K	0.07%	70
2022 Q4	$384K	Buy	4,452 +1	+0%	+$85	0.05%	64
2022 Q3	$351K	Hold	4,451	–	–	0.04%	59
2022 Q2	$380K	Sell	4,451 -9	-0.2%	-$832	0.05%	55
2022 Q1	$452K	Buy	4,460 +9	+0.2%	+$912	0.05%	51
2021 Q4	$478K	Buy	+4,451	New	+$473K	0.1%	47

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advance Capital Management's VT Position: Q1 2026 in Review

Advance Capital Management reduced its Vanguard Total World Stock ETF (VT) stake by 25% in Q1 2026, selling an estimated $94.5K and leaving 2,022 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #144.

Advance Capital Management first reported a position in VT in Q4 2021 and has held it in 18 quarters since. The position peaked at $478K in Q4 2021. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Advance Capital Management held 2,022 shares of Vanguard Total World Stock ETF worth $280K as of Q1 2026.
Advance Capital Management sold 657 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $94.5K.
Vanguard Total World Stock ETF made up 0.01% of Advance Capital Management's portfolio in Q1 2026, its #144 holding.
Advance Capital Management first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 18 quarters since.
Advance Capital Management's Vanguard Total World Stock ETF position peaked at $478K in Q4 2021.
1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.