Bellevue Asset Management’s Vanguard Total World Stock ETF VT Stock Holding History

Bellevue Asset 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	$15.2K	Hold	110	–	–	0.01%	258
2025 Q4	$15.5K	Hold	110	–	–	0.01%	257
2025 Q3	$15.2K	Hold	110	–	–	0.01%	257
2025 Q2	$14.1K	Hold	110	–	–	0.01%	261
2025 Q1	$12.8K	Hold	110	–	–	0.01%	260
2024 Q4	$12.9K	Hold	110	–	–	0.01%	267
2024 Q3	$13.2K	Hold	110	–	–	0.01%	259
2024 Q2	$12.4K	Hold	110	–	–	0.01%	259
2024 Q1	$12.2K	Hold	110	–	–	0.01%	250
2023 Q4	$11.3K	Hold	110	–	–	0.01%	259
2023 Q3	$10.2K	Hold	110	–	–	0.01%	256
2023 Q2	$10.7K	Hold	110	–	–	0.01%	263
2023 Q1	$10.1K	Buy	+110	New	+$9.96K	0.01%	274

Other funds holding VT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 New York $93.1B 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return