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Arkadios Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Arkadios Wealth Advisors’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 		$5.44M Buy
39,300
+5,860
+18% +$843K 0.09% 250
2025
Q4 		$4.72M Buy
33,440
+467
+1% +$65.3K 0.09% 235
2025
Q3 		$4.54M Buy
32,973
+999
+3% +$133K 0.11% 206
2025
Q2 		$4.11M Buy
+31,974
New +$3.82M 0.12% 190

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

Arkadios Wealth Advisors's VT Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Vanguard Total World Stock ETF (VT) stake by 18% in Q1 2026, buying an estimated $843K and bringing the position to 39,300 shares worth $5.44M. The position accounts for 0.09% of the portfolio, ranked #250.

Arkadios Wealth Advisors first reported a position in VT in Q2 2025 and has held it in 4 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Arkadios Wealth Advisors held 39,300 shares of Vanguard Total World Stock ETF worth $5.44M as of Q1 2026.
  • Arkadios Wealth Advisors bought 5,860 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $843K.
  • Vanguard Total World Stock ETF made up 0.09% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #250 holding.
  • Arkadios Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.