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Blue Trust Inc’s Vanguard Total World Stock ETF VT Stock Holding History

Blue Trust Inc’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 		$199K Sell
1,270
-4,921
-79% -$751K ﹤0.01% 791
2026
Q1 		$856K Sell
6,191
-285
-4% -$41K 0.01% 322
2025
Q4 		$914K Buy
6,476
+1,360
+27% +$190K 0.01% 307
2025
Q3 		$705K Buy
5,116
+11
+0.2% +$1.46K 0.01% 377
2025
Q2 		$656K Sell
5,105
-153
-3% -$18.3K 0.01% 375
2025
Q1 		$610K Sell
5,258
-2,065
-28% -$247K 0.01% 362
2024
Q4 		$860K Buy
7,323
+2,772
+61% +$333K 0.01% 256
2024
Q3 		$513K Buy
4,551
+851
+23% +$97.9K 0.01% 458
2024
Q2 		$409K Hold
3,700
– – 0.01% 447
2024
Q1 		$409K Buy
3,700
+2,309
+166% +$244K 0.01% 312
2023
Q4 		$130K Sell
1,391
-49
-3% -$4.71K ﹤0.01% 588
2023
Q3 		$140K Hold
1,440
– – ﹤0.01% 529
2023
Q2 		$133K Sell
1,440
-542
-27% -$50.8K ﹤0.01% 446
2023
Q1 		$171K Buy
1,982
+849
+75% +$76.9K ﹤0.01% 592
2022
Q4 		$89K Sell
1,133
-67
-6% -$5.72K ﹤0.01% 710
2022
Q3 		$102K Sell
1,200
-1,486
-55% -$131K ﹤0.01% 526
2022
Q2 		$272K Buy
+2,686
New +$248K ﹤0.01% 278

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

Blue Trust Inc's VT Position: Q2 2026 in Review

Blue Trust Inc reduced its Vanguard Total World Stock ETF (VT) stake by 79% in Q2 2026, selling an estimated $751K and leaving 1,270 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Blue Trust Inc first reported a position in VT in Q2 2022 and has held it in 17 quarters since. The position peaked at $914K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Blue Trust Inc held 1,270 shares of Vanguard Total World Stock ETF worth $199K as of Q2 2026.
  • Blue Trust Inc sold 4,921 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $751K.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #791 holding.
  • Blue Trust Inc first reported a position in Vanguard Total World Stock ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Vanguard Total World Stock ETF position peaked at $914K in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.