Bank Julius Baer & Co
VT icon

Bank Julius Baer & Co’s Vanguard Total World Stock ETF VT Stock Holding History

Bank Julius Baer & Co’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
Q2 		$73M Buy
465,202
+311,482
+203% +$47.5M 0.19% 101
2026
Q1 		$21.3M Sell
153,720
-210,683
-58% -$30.3M 0.06% 138
2025
Q4 		$51.4M Sell
364,403
-23,350
-6% -$3.26M 0.14% 112
2025
Q3 		$53.4M Buy
387,753
+14,490
+4% +$1.93M 0.15% 105
2025
Q2 		$48M Buy
373,263
+50,620
+16% +$6.05M 0.14% 107
2025
Q1 		$37.4M Buy
322,643
+166,953
+107% +$20M 0.12% 112
2024
Q4 		$20.2M Buy
155,690
+10,757
+7% +$1.29M 0.06% 146
2024
Q3 		$20.6M Buy
+144,933
New +$16.7M 0.07% 128
2024
Q2 		– Sell
-155,637
Closed -$17.2M – 548
2024
Q1 		$17.2M Sell
155,637
-280
-0.2% -$29.6K 0.07% 142
2023
Q4 		$16M Sell
155,917
-2,251
-1% -$217K 0.07% 157
2023
Q3 		$14.7M Buy
158,168
+4,794
+3% +$465K 0.09% 126
2023
Q2 		$14.9M Sell
153,374
-7,906
-5% -$741K 0.09% 132
2023
Q1 		$14.9M Sell
161,280
-387
-0.2% -$35K 0.09% 129
2022
Q4 		$13.9M Sell
161,667
-12,588
-7% -$1.08M 0.1% 127
2022
Q3 		$13.7M Buy
+174,255
New +$15.3M 0.1% 117
2022
Q1 		– Sell
-38,973
Closed -$4.19M – 811
2021
Q4 		$4.19M Buy
38,973
+7,809
+25% +$830K 0.02% 213
2021
Q3 		$3.17M Sell
31,164
-27,894
-47% -$2.92M 0.02% 223
2021
Q2 		$6.12M Buy
59,058
+14,344
+32% +$1.46M 0.04% 203
2021
Q1 		$4.35M Sell
44,714
-3,925
-8% -$377K 0.03% 208
2020
Q4 		$4.5M Sell
48,639
-2,831
-6% -$246K 0.04% 202
2020
Q3 		$4.15M Buy
51,470
+8,520
+20% +$684K 0.04% 169
2020
Q2 		$3.21M Buy
+42,950
New +$3.03M 0.04% 166

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Bank Julius Baer & Co's VT Position: Q2 2026 in Review

Bank Julius Baer & Co increased its Vanguard Total World Stock ETF (VT) stake by 203% in Q2 2026, buying an estimated $47.5M and bringing the position to 465,202 shares worth $73M. The position accounts for 0.19% of the portfolio, ranked #101.

Bank Julius Baer & Co first reported a position in VT in Q2 2020 and has held it in 22 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Bank Julius Baer & Co held 465,202 shares of Vanguard Total World Stock ETF worth $73M as of Q2 2026.
  • Bank Julius Baer & Co bought 311,482 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $47.5M.
  • Vanguard Total World Stock ETF made up 0.19% of Bank Julius Baer & Co's portfolio in Q2 2026, its #101 holding.
  • Bank Julius Baer & Co first reported a position in Vanguard Total World Stock ETF in Q2 2020 and has held it in 22 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.