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 Q2	$17.3K	Hold	110	–	–	0.01%	258
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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Bellevue Asset Management's VT Position: Q2 2026 in Review

Bellevue Asset Management held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 110 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #258.

Bellevue Asset Management first reported a position in VT in Q1 2023 and has held it in 14 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Bellevue Asset Management held 110 shares of Vanguard Total World Stock ETF worth $17.3K as of Q2 2026.
Bellevue Asset Management left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #258 holding.
Bellevue Asset Management first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 14 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.