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Atlantic Private Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Atlantic Private Wealth’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 		$71K Buy
2,371
+122
+5% +$17.5K 0.05% 109
2025
Q4 		$68.6K Buy
2,249
+702
+45% +$98.1K 0.04% 102
2025
Q3 		$45.7K Buy
1,547
+158
+11% +$21K 0.03% 107
2025
Q2 		$38.2K Buy
1,389
+68
+5% +$8.13K 0.03% 117
2025
Q1 		$32.6K Buy
1,321
+80
+6% +$9.57K 0.02% 133
2024
Q4 		$31K Buy
1,241
+50
+4% +$6K 0.02% 114
2024
Q3 		$30.1K Buy
1,191
+182
+18% +$20.9K 0.02% 109
2024
Q2 		$23.9K Buy
1,009
+76
+8% +$8.38K 0.02% 74
2024
Q1 		$21.6K Buy
933
+93
+11% +$9.83K 0.02% 78
2023
Q4 		$18K Buy
+840
New +$80.8K 0.02% 78

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

Atlantic Private Wealth's VT Position: Q1 2026 in Review

Atlantic Private Wealth increased its Vanguard Total World Stock ETF (VT) stake by 5.4% in Q1 2026, buying an estimated $17.5K and bringing the position to 2,371 shares worth $71K. The position accounts for 0.05% of the portfolio, ranked #109.

Atlantic Private Wealth first reported a position in VT in Q4 2023 and has held it in 10 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Atlantic Private Wealth held 2,371 shares of Vanguard Total World Stock ETF worth $71K as of Q1 2026.
  • Atlantic Private Wealth bought 122 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $17.5K.
  • Vanguard Total World Stock ETF made up 0.05% of Atlantic Private Wealth's portfolio in Q1 2026, its #109 holding.
  • Atlantic Private Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.