DC Investments Management’s Vanguard Total World Stock ETF VT Stock Holding History

DC Investments Management’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 Q2	$138M	Sell	877,390 -7,712	-0.9%	-$1.18M	46.96%	1
2026 Q1	$122M	Buy	885,102 +52,356	+6%	+$7.53M	46.87%	1
2025 Q4	$117M	Buy	832,746 +60,521	+8%	+$8.46M	51.95%	1
2025 Q3	$106M	Buy	772,225 +105,171	+16%	+$14M	44.14%	1
2025 Q2	$85.7M	Buy	667,054 +305,150	+84%	+$36.5M	35.73%	1
2025 Q1	$42M	Buy	361,904 +249,271	+221%	+$29.8M	21.57%	1
2024 Q4	$13.2M	Buy	+112,633	New	+$13.5M	8.63%	1

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

DC Investments Management's VT Position: Q2 2026 in Review

DC Investments Management reduced its Vanguard Total World Stock ETF (VT) stake by 0.87% in Q2 2026, selling an estimated $1.18M and leaving 877,390 shares worth $138M. The position accounts for 46.96% of the portfolio, ranked #1.

DC Investments Management first reported a position in VT in Q4 2024 and has held it in 7 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

DC Investments Management held 877,390 shares of Vanguard Total World Stock ETF worth $138M as of Q2 2026.
DC Investments Management sold 7,712 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.18M.
Vanguard Total World Stock ETF made up 46.96% of DC Investments Management's portfolio in Q2 2026, its #1 holding.
DC Investments Management first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on DC Investments Management's 13F filing for Q2 2026, filed 14 Aug 2026.