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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
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 $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

CFO4Life Group's VT Position: Q1 2026 in Review

CFO4Life Group increased its Vanguard Total World Stock ETF (VT) stake by 63% in Q1 2026, buying an estimated $305K and bringing the position to 5,463 shares worth $756K. The position accounts for 0.12% of the portfolio, ranked #85.

CFO4Life Group first reported a position in VT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.16M in Q1 2023. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • CFO4Life Group held 5,463 shares of Vanguard Total World Stock ETF worth $756K as of Q1 2026.
  • CFO4Life Group bought 2,120 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $305K.
  • Vanguard Total World Stock ETF made up 0.12% of CFO4Life Group's portfolio in Q1 2026, its #85 holding.
  • CFO4Life Group first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 22 quarters since.
  • CFO4Life Group's Vanguard Total World Stock ETF position peaked at $1.16M in Q1 2023.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.