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CBIZ Investment Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History

CBIZ Investment Advisory Services’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 		$18.7K Buy
135
+39
+41% +$5.61K ﹤0.01% 128
2025
Q4 		$13.6K Buy
96
+82
+586% +$11.5K ﹤0.01% 327
2025
Q3 		$1.93K Buy
+14
New +$1.86K ﹤0.01% 572
2024
Q3 		– Sell
-76
Closed -$8.54K – 437
2024
Q2 		$8.54K Buy
76
+1
+1% +$110 ﹤0.01% 263
2024
Q1 		$8.34K Buy
+75
New +$7.93K ﹤0.01% 265

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

CBIZ Investment Advisory Services's VT Position: Q1 2026 in Review

CBIZ Investment Advisory Services increased its Vanguard Total World Stock ETF (VT) stake by 41% in Q1 2026, buying an estimated $5.61K and bringing the position to 135 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #128.

CBIZ Investment Advisory Services first reported a position in VT in Q1 2024 and has held it in 5 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • CBIZ Investment Advisory Services held 135 shares of Vanguard Total World Stock ETF worth $18.7K as of Q1 2026.
  • CBIZ Investment Advisory Services bought 39 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $5.61K.
  • Vanguard Total World Stock ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #128 holding.
  • CBIZ Investment Advisory Services first reported a position in Vanguard Total World Stock ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.