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Advisortrust Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Advisortrust Partners’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 		– Sell
-4,419
Closed -$623K – 267
2025
Q4 		$623K Buy
+4,419
New +$618K 0.27% 58

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Bank of America
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UBS Group
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US Bancorp
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jane Street
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisortrust Partners's VT Position: Q1 2026 in Review

Advisortrust Partners sold out of Vanguard Total World Stock ETF (VT) in Q1 2026, closing a stake of 4,419 shares — an estimated $623K sold.

Advisortrust Partners first reported a position in VT in Q4 2025 and held it in 1 quarter. The position peaked at $623K in Q4 2025. 1,238 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Advisortrust Partners reported no remaining Vanguard Total World Stock ETF position as of Q1 2026 after selling out during the quarter.
  • Advisortrust Partners sold 4,419 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $623K.
  • Advisortrust Partners first reported a position in Vanguard Total World Stock ETF in Q4 2025 and held it in 1 quarter.
  • Advisortrust Partners's Vanguard Total World Stock ETF position peaked at $623K in Q4 2025.
  • 1,238 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Advisortrust Partners's 13F filing for Q1 2026, filed 6 May 2026.