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Chicago Partners Investment Group’s Vanguard Total World Stock ETF VT Stock Holding History

Chicago Partners Investment 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 		$2.84M Buy
18,386
+1,487
+9% +$227K 0.06% 278
2026
Q1 		$2.54M Buy
16,899
+713
+4% +$103K 0.06% 272
2025
Q4 		$2.35M Buy
16,186
+3,354
+26% +$469K 0.06% 262
2025
Q3 		$1.82M Buy
12,832
+18
+0.1% +$2.39K 0.05% 296
2025
Q2 		$1.69M Sell
12,814
-55
-0.4% -$6.58K 0.05% 286
2025
Q1 		$1.52M Buy
12,869
+2,616
+26% +$313K 0.05% 279
2024
Q4 		$1.21M Buy
10,253
+447
+5% +$53.7K 0.04% 311
2024
Q3 		$1.16M Sell
9,806
-471
-5% -$54.2K 0.04% 300
2024
Q2 		$1.16M Buy
10,277
+483
+5% +$53.3K 0.05% 294
2024
Q1 		$1.05M Buy
9,794
+58
+0.6% +$6.13K 0.04% 309
2023
Q4 		$1M Buy
9,736
+378
+4% +$36.4K 0.05% 303
2023
Q3 		$848K Buy
9,358
+88
+0.9% +$8.54K 0.05% 306
2023
Q2 		$911K Buy
9,270
+676
+8% +$63.4K 0.05% 302
2023
Q1 		$800K Sell
8,594
-1,629
-16% -$148K 0.05% 297
2022
Q4 		$957K Sell
10,223
-1,350
-12% -$115K 0.06% 274
2022
Q3 		$974K Buy
11,573
+1,420
+14% +$125K 0.07% 242
2022
Q2 		$927K Buy
10,153
+67
+0.7% +$6.2K 0.07% 239
2022
Q1 		$896K Sell
10,086
-397
-4% -$40.2K 0.07% 219
2021
Q4 		$1.06M Buy
10,483
+130
+1% +$13.8K 0.08% 215
2021
Q3 		$1.12M Buy
10,353
+1,657
+19% +$174K 0.08% 205
2021
Q2 		$908K Buy
8,696
+289
+3% +$29.5K 0.07% 233
2021
Q1 		$858K Buy
+8,407
New +$808K 0.07% 223
2018
Q4 		– Sell
-2,300
Closed -$157K – 911
2018
Q3 		$157K Hold
2,300
– – 0.02% 338
2018
Q2 		$169K Hold
2,300
– – 0.03% 306
2018
Q1 		$169K Hold
2,300
– – 0.03% 277
2017
Q4 		$171K Hold
2,300
– – 0.03% 277
2017
Q3 		$163K Buy
+2,300
New +$159K 0.03% 284
2017
Q2 		– Sell
-2,300
Closed -$150K – 794
2017
Q1 		$150K Buy
+2,300
New +$147K 0.04% 218
2016
Q1 		– Sell
-8,755
Closed -$504K – 486
2015
Q4 		$504K Buy
+8,755
New +$513K 0.24% 76

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

Chicago Partners Investment Group's VT Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Vanguard Total World Stock ETF (VT) stake by 8.8% in Q2 2026, buying an estimated $227K and bringing the position to 18,386 shares worth $2.84M. The position accounts for 0.06% of the portfolio, ranked #278.

Chicago Partners Investment Group first reported a position in VT in Q4 2015 and has held it in 29 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Chicago Partners Investment Group held 18,386 shares of Vanguard Total World Stock ETF worth $2.84M as of Q2 2026.
  • Chicago Partners Investment Group bought 1,487 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $227K.
  • Vanguard Total World Stock ETF made up 0.06% of Chicago Partners Investment Group's portfolio in Q2 2026, its #278 holding.
  • Chicago Partners Investment Group first reported a position in Vanguard Total World Stock ETF in Q4 2015 and has held it in 29 quarters since.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.