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

Angeles 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	$204M	Buy	1,472,738 +43,807	+3%	+$6.3M	11.08%	2
2025 Q4	$202M	Buy	1,428,931 +75,303	+6%	+$10.5M	11.11%	2
2025 Q3	$187M	Buy	1,353,628 +29,370	+2%	+$3.9M	11.44%	2
2025 Q2	$170M	Buy	1,324,258 +37,920	+3%	+$4.54M	11.67%	2
2025 Q1	$149M	Buy	1,286,338 +64,466	+5%	+$7.71M	12.39%	2
2024 Q4	$144M	Buy	1,221,872 +51,674	+4%	+$6.2M	11.83%	2
2024 Q3	$140M	Buy	1,170,198 +45,805	+4%	+$5.27M	12.06%	2
2024 Q2	$127M	Buy	1,124,393 +57,502	+5%	+$6.34M	11.89%	2
2024 Q1	$118M	Buy	1,066,891 +221,209	+26%	+$23.4M	11.79%	2
2023 Q4	$87M	Buy	845,682 +61,462	+8%	+$5.91M	10.6%	2
2023 Q3	$73.1M	Buy	784,220 +55,084	+8%	+$5.35M	10.32%	2
2023 Q2	$70.7M	Buy	729,136 +34,453	+5%	+$3.23M	9.64%	2
2023 Q1	$64M	Buy	694,683 +129,172	+23%	+$11.7M	9.52%	1
2022 Q4	$48.7M	Buy	565,511 +15,062	+3%	+$1.29M	8.53%	1
2022 Q3	$43.4M	Buy	550,449 +156,652	+40%	+$13.8M	8.6%	2
2022 Q2	$33.6M	Sell	393,797 -82,789	-17%	-$7.65M	6.71%	4
2022 Q1	$48.3M	Buy	+476,586	New	+$48.3M	9.13%	3

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

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

Angeles Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 3.1% in Q1 2026, buying an estimated $6.3M and bringing the position to 1,472,738 shares worth $204M. The position accounts for 11.08% of the portfolio, ranked #2.

Angeles Wealth Management first reported a position in VT in Q1 2022 and has held it in 17 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Angeles Wealth Management held 1,472,738 shares of Vanguard Total World Stock ETF worth $204M as of Q1 2026.
Angeles Wealth Management bought 43,807 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $6.3M.
Vanguard Total World Stock ETF made up 11.08% of Angeles Wealth Management's portfolio in Q1 2026, its #2 holding.
Angeles Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2022 and has held it in 17 quarters since.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.