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Ameliora Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Ameliora Wealth 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 		$3.4M Sell
24,569
-4,379
-15% -$630K 1.08% 28
2025
Q4 		$4.08M Buy
28,948
+25,843
+832% +$3.61M 1.24% 24
2025
Q3 		$428K Buy
3,105
+2,305
+288% +$306K 0.14% 74
2025
Q2 		$103K Hold
800
– – 0.04% 133
2025
Q1 		$92.8K Hold
800
– – 0.03% 140
2024
Q4 		$94K Hold
800
– – 0.04% 139
2024
Q3 		$95.8K Hold
800
– – 0.04% 101
2024
Q2 		$90.1K Sell
800
-73,304
-99% -$8.08M 0.04% 109
2024
Q1 		$8.19M Sell
74,104
-2,248
-3% -$238K 3.71% 7
2023
Q4 		$7.86M Sell
76,352
-36,688
-32% -$3.53M 3.9% 7
2023
Q3 		$10.5M Sell
113,040
-2,806
-2% -$272K 6.25% 1
2023
Q2 		$11.2M Sell
115,846
-5,300
-4% -$497K 6.94% 1
2023
Q1 		$11.2M Sell
121,146
-309
-0.3% -$28K 6.51% 1
2022
Q4 		$10.5M Sell
121,455
-61,710
-34% -$5.27M 5.6% 1
2022
Q3 		$14.4M Sell
183,165
-20,717
-10% -$1.82M 7.82% 1
2022
Q2 		$17.4M Sell
203,882
-121,889
-37% -$11.3M 20.61% 2
2022
Q1 		$30.4M Sell
325,771
-96
-0% -$9.72K 19.97% 2
2021
Q4 		$31.9M Buy
+325,867
New +$34.6M 29.18% 1

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameliora Wealth Management's VT Position: Q1 2026 in Review

Ameliora Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 15% in Q1 2026, selling an estimated $630K and leaving 24,569 shares worth $3.4M. The position accounts for 1.08% of the portfolio, ranked #28.

Ameliora Wealth Management first reported a position in VT in Q4 2021 and has held it in 18 quarters since. The position peaked at $31.9M in Q4 2021. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Ameliora Wealth Management held 24,569 shares of Vanguard Total World Stock ETF worth $3.4M as of Q1 2026.
  • Ameliora Wealth Management sold 4,379 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $630K.
  • Vanguard Total World Stock ETF made up 1.08% of Ameliora Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Ameliora Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 18 quarters since.
  • Ameliora Wealth Management's Vanguard Total World Stock ETF position peaked at $31.9M in Q4 2021.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Ameliora Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.