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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
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 $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

BIP Wealth's VT Position: Q1 2026 in Review

BIP Wealth reduced its Vanguard Total World Stock ETF (VT) stake by 6.3% in Q1 2026, selling an estimated $3.65M and leaving 379,038 shares worth $52.4M. The position accounts for 2.13% of the portfolio, ranked #9.

BIP Wealth first reported a position in VT in Q1 2023 and has held it in 13 quarters since. The position peaked at $57.1M in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • BIP Wealth held 379,038 shares of Vanguard Total World Stock ETF worth $52.4M as of Q1 2026.
  • BIP Wealth sold 25,408 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $3.65M.
  • Vanguard Total World Stock ETF made up 2.13% of BIP Wealth's portfolio in Q1 2026, its #9 holding.
  • BIP Wealth first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's Vanguard Total World Stock ETF position peaked at $57.1M in Q4 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.