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

Clifford 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 		$248K Hold
1,793
– – 0.19% 66
2025
Q4 		$253K Hold
1,793
– – 0.2% 67
2025
Q3 		$247K Hold
1,793
– – 0.19% 73
2025
Q2 		$230K Hold
1,793
– – 0.19% 75
2025
Q1 		$208K Sell
1,793
-1
-0.1% -$120 0.19% 72
2024
Q4 		$211K Buy
1,794
+1
+0.1% +$120 0.16% 72
2024
Q3 		$215K Hold
1,793
– – 0.17% 72
2024
Q2 		$202K Buy
+1,793
New +$198K 0.16% 72

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

Clifford Group's VT Position: Q1 2026 in Review

Clifford Group held its Vanguard Total World Stock ETF (VT) position steady in Q1 2026 at 1,793 shares worth $248K. The position accounts for 0.19% of the portfolio, ranked #66.

Clifford Group first reported a position in VT in Q2 2024 and has held it in 8 quarters since. The position peaked at $253K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Clifford Group held 1,793 shares of Vanguard Total World Stock ETF worth $248K as of Q1 2026.
  • Clifford Group left its Vanguard Total World Stock ETF share count unchanged in Q1 2026.
  • Vanguard Total World Stock ETF made up 0.19% of Clifford Group's portfolio in Q1 2026, its #66 holding.
  • Clifford Group first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 8 quarters since.
  • Clifford Group's Vanguard Total World Stock ETF position peaked at $253K in Q4 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.