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BIP Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

BIP 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
Q2 		$62.1M Buy
395,865
+16,827
+4% +$2.57M 1.76% 8
2026
Q1 		$52.4M Sell
379,038
-25,408
-6% -$3.65M 2.13% 9
2025
Q4 		$57.1M Buy
404,446
+85,571
+27% +$12M 2.01% 9
2025
Q3 		$43.9M Sell
318,875
-12,301
-4% -$1.63M 2.17% 9
2025
Q2 		$42.6M Sell
331,176
-570
-0.2% -$68.2K 2.62% 7
2025
Q1 		$38.5M Buy
331,746
+18,614
+6% +$2.23M 2.51% 8
2024
Q4 		$36.8M Buy
313,132
+10,283
+3% +$1.23M 2.46% 7
2024
Q3 		$36.2M Buy
302,849
+37,902
+14% +$4.36M 2.47% 8
2024
Q2 		$29.8M Sell
264,947
-56,318
-18% -$6.21M 2.44% 7
2024
Q1 		$35.5M Buy
321,265
+29,768
+10% +$3.15M 2.6% 7
2023
Q4 		$30M Buy
291,497
+8,077
+3% +$777K 2.36% 7
2023
Q3 		$26.4M Sell
283,420
-25,438
-8% -$2.47M 2.43% 7
2023
Q2 		$30M Buy
308,858
+10,531
+4% +$987K 2.45% 7
2023
Q1 		$27.4M Buy
+298,327
New +$27M 3.02% 5

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

BIP Wealth's VT Position: Q2 2026 in Review

BIP Wealth increased its Vanguard Total World Stock ETF (VT) stake by 4.4% in Q2 2026, buying an estimated $2.57M and bringing the position to 395,865 shares worth $62.1M. The position accounts for 1.76% of the portfolio, ranked #8.

BIP Wealth first reported a position in VT in Q1 2023 and has held it in 14 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • BIP Wealth held 395,865 shares of Vanguard Total World Stock ETF worth $62.1M as of Q2 2026.
  • BIP Wealth bought 16,827 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $2.57M.
  • Vanguard Total World Stock ETF made up 1.76% of BIP Wealth's portfolio in Q2 2026, its #8 holding.
  • BIP Wealth first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.