Colonial Trust Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Colonial Trust Advisors’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	$2.31K	Hold	17	–	–	﹤0.01%	654
2025 Q4	$2.35K	Hold	17	–	–	﹤0.01%	633
2025 Q3	$2.27K	Buy	17 +1	+6%	+$133	﹤0.01%	620
2025 Q2	$2.11K	Hold	16	–	–	﹤0.01%	636
2025 Q1	$1.9K	Hold	16	–	–	﹤0.01%	621
2024 Q4	$1.92K	Hold	16	–	–	﹤0.01%	618
2024 Q3	$1.94K	Hold	16	–	–	﹤0.01%	682
2024 Q2	$1.82K	Hold	16	–	–	﹤0.01%	681
2024 Q1	$1.77K	Buy	+16	New	+$1.69K	﹤0.01%	809

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Colonial Trust Advisors's VT Position: Q1 2026 in Review

Colonial Trust Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q1 2026 at 17 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Colonial Trust Advisors first reported a position in VT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.35K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Colonial Trust Advisors held 17 shares of Vanguard Total World Stock ETF worth $2.31K as of Q1 2026.
Colonial Trust Advisors left its Vanguard Total World Stock ETF share count unchanged in Q1 2026.
Vanguard Total World Stock ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #654 holding.
Colonial Trust Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2024 and has held it in 9 quarters since.
Colonial Trust Advisors's Vanguard Total World Stock ETF position peaked at $2.35K in Q4 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.