Edgestream Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Edgestream Partners’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	$508K	Sell	3,237 -340	-10%	-$51.9K	0.02%	794
2026 Q1	$495K	Sell	3,577 -4,707	-57%	-$677K	0.02%	739
2025 Q4	$1.17M	Buy	+8,284	New	+$1.16M	0.03%	657
2024 Q3	–	Sell	-4,537	Closed	-$511K	–	1096
2024 Q2	$511K	Sell	4,537 -3,869	-46%	-$427K	0.02%	666
2024 Q1	$929K	Buy	+8,406	New	+$889K	0.05%	519
2023 Q4	–	Sell	-4,249	Closed	-$396K	–	1089
2023 Q3	$396K	Buy	+4,249	New	+$412K	0.03%	645

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

Edgestream Partners's VT Position: Q2 2026 in Review

Edgestream Partners reduced its Vanguard Total World Stock ETF (VT) stake by 9.5% in Q2 2026, selling an estimated $51.9K and leaving 3,237 shares worth $508K. The position accounts for 0.02% of the portfolio, ranked #794.

Edgestream Partners first reported a position in VT in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.17M in Q4 2025. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Edgestream Partners held 3,237 shares of Vanguard Total World Stock ETF worth $508K as of Q2 2026.
Edgestream Partners sold 340 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $51.9K.
Vanguard Total World Stock ETF made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #794 holding.
Edgestream Partners first reported a position in Vanguard Total World Stock ETF in Q3 2023 and has held it in 6 quarters since.
Edgestream Partners's Vanguard Total World Stock ETF position peaked at $1.17M in Q4 2025.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.