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Diversify Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Diversify Wealth 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
Q1 		$72.5M Buy
+486,716
New +$70M 1.29% 12
2025
Q4 		– Sell
-1,722
Closed -$242K – 636
2025
Q3 		$242K Buy
+1,722
New +$229K 0.01% 489

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

Diversify Wealth Management's VT Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Vanguard Total World Stock ETF (VT) in Q1 2026: 486,716 shares worth $72.5M. The stake represents 1.29% of the portfolio and ranks #12 among its holdings. This is a return to the name: Diversify Wealth Management previously reported a position in VT as recently as Q3 2025.

Diversify Wealth Management first reported a position in VT in Q3 2025 and has held it in 2 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Diversify Wealth Management held 486,716 shares of Vanguard Total World Stock ETF worth $72.5M as of Q1 2026.
  • Vanguard Total World Stock ETF was a new Diversify Wealth Management position in Q1 2026.
  • Vanguard Total World Stock ETF made up 1.29% of Diversify Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Diversify Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.