Coyle Financial Counsel’s Vanguard Total World Stock ETF VT Stock Holding History

Coyle Financial Counsel’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	$20M	Buy	144,690 +4,283	+3%	+$616K	4.23%	8
2025 Q4	$19.8M	Buy	140,407 +4,862	+4%	+$680K	4.23%	8
2025 Q3	$18.7M	Buy	135,545 +4,984	+4%	+$662K	4.31%	8
2025 Q2	$16.8M	Buy	130,561 +6,392	+5%	+$765K	4.49%	7
2025 Q1	$14.4M	Buy	124,169 +7,351	+6%	+$880K	4.4%	7
2024 Q4	$13.7M	Buy	116,818 +15,834	+16%	+$1.9M	4.34%	7
2024 Q3	$11.4M	Buy	100,984 +1,225	+1%	+$141K	3.97%	8
2024 Q2	$11M	Hold	99,759	–	–	3.94%	8
2024 Q1	$11M	Buy	99,759 +1,069	+1%	+$113K	3.94%	8
2023 Q4	$10.2M	Buy	98,690 +242	+0.2%	+$23.3K	3.9%	8
2023 Q3	$9.17M	Buy	+98,448	New	+$9.56M	3.84%	8
2018 Q2	–	Sell	-14,851	Closed	-$698K	–	326
2018 Q1	$698K	Buy	+14,851	New	+$1.13M	0.72%	31

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

Coyle Financial Counsel's VT Position: Q1 2026 in Review

Coyle Financial Counsel increased its Vanguard Total World Stock ETF (VT) stake by 3.1% in Q1 2026, buying an estimated $616K and bringing the position to 144,690 shares worth $20M. The position accounts for 4.23% of the portfolio, ranked #8.

Coyle Financial Counsel first reported a position in VT in Q1 2018 and has held it in 12 quarters since. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Coyle Financial Counsel held 144,690 shares of Vanguard Total World Stock ETF worth $20M as of Q1 2026.
Coyle Financial Counsel bought 4,283 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $616K.
Vanguard Total World Stock ETF made up 4.23% of Coyle Financial Counsel's portfolio in Q1 2026, its #8 holding.
Coyle Financial Counsel first reported a position in Vanguard Total World Stock ETF in Q1 2018 and has held it in 12 quarters since.
1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.