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CFO4Life Group’s Vanguard Total World Stock ETF VT Stock Holding History

CFO4Life Group’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 		$866K Buy
5,515
+52
+1% +$7.93K 0.12% 91
2026
Q1 		$756K Buy
5,463
+2,120
+63% +$305K 0.12% 85
2025
Q4 		$472K Buy
3,343
+17
+0.5% +$2.38K 0.07% 129
2025
Q3 		$458K Buy
3,326
+87
+3% +$11.6K 0.07% 133
2025
Q2 		$416K Buy
3,239
+388
+14% +$46.4K 0.07% 135
2025
Q1 		$331K Buy
2,851
+120
+4% +$14.4K 0.06% 148
2024
Q4 		$321K Sell
2,731
-98
-3% -$11.8K 0.06% 149
2024
Q3 		$339K Buy
2,829
+25
+0.9% +$2.88K 0.06% 146
2024
Q2 		$316K Buy
2,804
+140
+5% +$15.4K 0.06% 145
2024
Q1 		$294K Buy
2,664
+41
+2% +$4.33K 0.05% 150
2023
Q4 		$270K Sell
2,623
-287
-10% -$27.6K 0.05% 146
2023
Q3 		$271K Sell
2,910
-5,927
-67% -$575K 0.06% 129
2023
Q2 		$857K Sell
8,837
-3,766
-30% -$353K 0.18% 62
2023
Q1 		$1.16M Buy
12,603
+4,641
+58% +$420K 0.26% 46
2022
Q4 		$686K Buy
7,962
+776
+11% +$66.3K 0.15% 82
2022
Q3 		$567K Buy
7,186
+490
+7% +$43.1K 0.15% 78
2022
Q2 		$571K Buy
6,696
+569
+9% +$52.6K 0.14% 79
2022
Q1 		$621K Buy
6,127
+467
+8% +$47.3K 0.13% 83
2021
Q4 		$608K Buy
5,660
+709
+14% +$75.3K 0.13% 86
2021
Q3 		$504K Buy
4,951
+785
+19% +$82.3K 0.12% 90
2021
Q2 		$432K Buy
4,166
+494
+13% +$50.4K 0.1% 92
2021
Q1 		$357K Buy
3,672
+558
+18% +$53.7K 0.09% 110
2020
Q4 		$288K Buy
+3,114
New +$270K 0.08% 116

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

CFO4Life Group's VT Position: Q2 2026 in Review

CFO4Life Group increased its Vanguard Total World Stock ETF (VT) stake by 0.95% in Q2 2026, buying an estimated $7.93K and bringing the position to 5,515 shares worth $866K. The position accounts for 0.12% of the portfolio, ranked #91.

CFO4Life Group first reported a position in VT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.16M in Q1 2023. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • CFO4Life Group held 5,515 shares of Vanguard Total World Stock ETF worth $866K as of Q2 2026.
  • CFO4Life Group bought 52 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $7.93K.
  • Vanguard Total World Stock ETF made up 0.12% of CFO4Life Group's portfolio in Q2 2026, its #91 holding.
  • CFO4Life Group first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 23 quarters since.
  • CFO4Life Group's Vanguard Total World Stock ETF position peaked at $1.16M in Q1 2023.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.