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Coordinated Financial Services’s Vanguard Total World Stock ETF VT Stock Holding History

Coordinated Financial Services’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 		$3.6M Buy
26,060
+5,980
+30% +$860K 2.07% 5
2025
Q4 		$2.83M Buy
20,080
+16,352
+439% +$2.29M 1.63% 10
2025
Q3 		$514K Buy
+3,728
New +$495K 0.33% 89

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

Coordinated Financial Services's VT Position: Q1 2026 in Review

Coordinated Financial Services increased its Vanguard Total World Stock ETF (VT) stake by 30% in Q1 2026, buying an estimated $860K and bringing the position to 26,060 shares worth $3.6M. The position accounts for 2.07% of the portfolio, ranked #5.

Coordinated Financial Services first reported a position in VT in Q3 2025 and has held it in 3 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Coordinated Financial Services held 26,060 shares of Vanguard Total World Stock ETF worth $3.6M as of Q1 2026.
  • Coordinated Financial Services bought 5,980 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $860K.
  • Vanguard Total World Stock ETF made up 2.07% of Coordinated Financial Services's portfolio in Q1 2026, its #5 holding.
  • Coordinated Financial Services first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.