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Atomi Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History

Atomi Financial Group’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 		$1.23M Buy
8,883
+56
+0.6% +$8.05K 0.04% 369
2025
Q4 		$1.25M Buy
8,827
+521
+6% +$72.8K 0.04% 347
2025
Q3 		$1.14M Buy
8,306
+5,008
+152% +$666K 0.04% 335
2025
Q2 		$424K Buy
+3,298
New +$394K 0.02% 661
2025
Q1 		– Sell
-2,691
Closed -$316K – 1122
2024
Q4 		$316K Buy
2,691
+480
+22% +$57.6K 0.02% 697
2024
Q3 		$265K Buy
+2,211
New +$254K 0.02% 727

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

Atomi Financial Group's VT Position: Q1 2026 in Review

Atomi Financial Group increased its Vanguard Total World Stock ETF (VT) stake by 0.63% in Q1 2026, buying an estimated $8.05K and bringing the position to 8,883 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #369.

Atomi Financial Group first reported a position in VT in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.25M in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Atomi Financial Group held 8,883 shares of Vanguard Total World Stock ETF worth $1.23M as of Q1 2026.
  • Atomi Financial Group bought 56 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $8.05K.
  • Vanguard Total World Stock ETF made up 0.04% of Atomi Financial Group's portfolio in Q1 2026, its #369 holding.
  • Atomi Financial Group first reported a position in Vanguard Total World Stock ETF in Q3 2024 and has held it in 6 quarters since.
  • Atomi Financial Group's Vanguard Total World Stock ETF position peaked at $1.25M in Q4 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.