Catalyst Financial Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Catalyst Financial Partners’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	$1.09M	Hold	7,916	–	–	0.13%	101
2025 Q4	$1.12M	Buy	7,916 +8	+0.1%	+$1.12K	0.12%	86
2025 Q3	$1.09M	Sell	7,908 -364	-4%	-$48.4K	0.13%	80
2025 Q2	$1.06M	Buy	8,272 +38	+0.5%	+$4.54K	0.12%	74
2025 Q1	$955K	Buy	8,234 +8	+0.1%	+$957	0.18%	67
2024 Q4	$966K	Hold	8,226	–	–	0.18%	66
2024 Q3	$985K	Buy	8,226 +93	+1%	+$10.7K	0.19%	71
2024 Q2	$916K	Hold	8,133	–	–	0.2%	67
2024 Q1	$859K	Sell	8,133 -268	-3%	-$28.3K	0.22%	62
2023 Q4	$864K	Hold	8,401	–	–	0.24%	57
2023 Q3	$783K	Hold	8,401	–	–	0.25%	58
2023 Q2	$815K	Hold	8,401	–	–	0.29%	52
2023 Q1	$774K	Sell	8,401 -444	-5%	-$40.2K	0.33%	49
2022 Q4	$762K	Buy	+8,845	New	+$756K	0.39%	43

Other funds holding VT

RIM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Catalyst Financial Partners's VT Position: Q1 2026 in Review

Catalyst Financial Partners held its Vanguard Total World Stock ETF (VT) position steady in Q1 2026 at 7,916 shares worth $1.09M. The position accounts for 0.13% of the portfolio, ranked #101.

Catalyst Financial Partners first reported a position in VT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.12M in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Catalyst Financial Partners held 7,916 shares of Vanguard Total World Stock ETF worth $1.09M as of Q1 2026.
Catalyst Financial Partners left its Vanguard Total World Stock ETF share count unchanged in Q1 2026.
Vanguard Total World Stock ETF made up 0.13% of Catalyst Financial Partners's portfolio in Q1 2026, its #101 holding.
Catalyst Financial Partners first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 14 quarters since.
Catalyst Financial Partners's Vanguard Total World Stock ETF position peaked at $1.12M in Q4 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.