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Citrine Capital’s Vanguard Total World Stock ETF VT Stock Holding History

Citrine Capital’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 		– Sell
-4,097
Closed -$578K – 61
2025
Q4 		$578K Buy
+4,097
New +$573K 0.27% 25

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UBS Group
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US Bancorp
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Citrine Capital's VT Position: Q1 2026 in Review

Citrine Capital sold out of Vanguard Total World Stock ETF (VT) in Q1 2026, closing a stake of 4,097 shares — an estimated $578K sold.

Citrine Capital first reported a position in VT in Q4 2025 and held it in 1 quarter. The position peaked at $578K in Q4 2025. 1,238 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Citrine Capital reported no remaining Vanguard Total World Stock ETF position as of Q1 2026 after selling out during the quarter.
  • Citrine Capital sold 4,097 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $578K.
  • Citrine Capital first reported a position in Vanguard Total World Stock ETF in Q4 2025 and held it in 1 quarter.
  • Citrine Capital's Vanguard Total World Stock ETF position peaked at $578K in Q4 2025.
  • 1,238 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Citrine Capital's 13F filing for Q1 2026, filed 22 Apr 2026.