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American Investment Services’s Vanguard Total World Stock ETF VT Stock Holding History

American Investment Services’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 		$235K Buy
+1,697
New +$244K 0.05% 128
2025
Q4 		– Sell
-1,848
Closed -$255K – 138
2025
Q3 		$255K Sell
1,848
-174
-9% -$23.1K 0.06% 122
2025
Q2 		$260K Sell
2,022
-1,803
-47% -$216K 0.07% 120
2025
Q1 		$443K Buy
3,825
+87
+2% +$10.4K 0.08% 112
2024
Q4 		$439K Buy
3,738
+83
+2% +$9.96K 0.08% 114
2024
Q3 		$438K Buy
3,655
+140
+4% +$16.1K 0.07% 113
2024
Q2 		$396K Hold
3,515
– – 0.07% 112
2024
Q1 		$388K Buy
3,515
+177
+5% +$18.7K 0.07% 113
2023
Q4 		$343K Buy
3,338
+18
+0.5% +$1.73K 0.06% 118
2023
Q3 		$309K Buy
+3,320
New +$322K 0.07% 113
2019
Q1 		– Sell
-15,493
Closed -$1.01M – 136
2018
Q4 		$1.01M Buy
15,493
+1,142
+8% +$79.9K 0.36% 47
2018
Q3 		$1.09M Hold
14,351
– – 0.37% 42
2018
Q2 		$1.05M Buy
14,351
+106
+0.7% +$7.91K 0.36% 48
2018
Q1 		$1.05M Buy
14,245
+224
+2% +$17K 0.37% 48
2017
Q4 		$1.04M Buy
14,021
+162
+1% +$11.8K 0.38% 48
2017
Q3 		$980K Buy
13,859
+95
+0.7% +$6.59K 0.38% 53
2017
Q2 		$929K Buy
13,764
+53
+0.4% +$3.54K 0.37% 55
2017
Q1 		$894K Hold
13,711
– – 0.36% 57
2016
Q4 		$836K Buy
13,711
+102
+0.7% +$6.16K 0.35% 60
2016
Q3 		$828K Buy
13,609
+71
+0.5% +$4.28K 0.34% 59
2016
Q2 		$786K Buy
+13,538
New +$785K 0.34% 57

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

American Investment Services's VT Position: Q1 2026 in Review

American Investment Services opened a new position in Vanguard Total World Stock ETF (VT) in Q1 2026: 1,697 shares worth $235K. The stake represents 0.05% of the portfolio and ranks #128 among its holdings. This is a return to the name: American Investment Services previously reported a position in VT as recently as Q3 2025.

American Investment Services first reported a position in VT in Q2 2016 and has held it in 21 quarters since. The position peaked at $1.09M in Q3 2018. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • American Investment Services held 1,697 shares of Vanguard Total World Stock ETF worth $235K as of Q1 2026.
  • Vanguard Total World Stock ETF was a new American Investment Services position in Q1 2026.
  • Vanguard Total World Stock ETF made up 0.05% of American Investment Services's portfolio in Q1 2026, its #128 holding.
  • American Investment Services first reported a position in Vanguard Total World Stock ETF in Q2 2016 and has held it in 21 quarters since.
  • American Investment Services's Vanguard Total World Stock ETF position peaked at $1.09M in Q3 2018.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.