Elevate Wealth Advisory’s Vanguard Total World Stock ETF VT Stock Holding History

Elevate Wealth Advisory’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	$247K	Buy	1,785 +297	+20%	+$42.7K	0.16%	71
2025 Q4	$210K	Buy	1,488 +9	+0.6%	+$1.26K	0.14%	72
2025 Q3	$204K	Buy	1,479 +79	+6%	+$10.5K	0.15%	70
2025 Q2	$180K	Buy	1,400 +11	+0.8%	+$1.32K	0.13%	80
2025 Q1	$161K	Buy	1,389 +18	+1%	+$2.15K	0.11%	74
2024 Q4	$161K	Buy	1,371 +13	+1%	+$1.56K	0.12%	71
2024 Q3	$163K	Buy	1,358 +254	+23%	+$29.2K	0.12%	74
2024 Q2	$124K	Buy	1,104 +12	+1%	+$1.32K	0.1%	69
2024 Q1	$121K	Buy	1,092 +39	+4%	+$4.12K	0.11%	65
2023 Q4	$108K	Buy	+1,053	New	+$101K	0.1%	67

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

Elevate Wealth Advisory's VT Position: Q1 2026 in Review

Elevate Wealth Advisory increased its Vanguard Total World Stock ETF (VT) stake by 20% in Q1 2026, buying an estimated $42.7K and bringing the position to 1,785 shares worth $247K. The position accounts for 0.16% of the portfolio, ranked #71.

Elevate Wealth Advisory first reported a position in VT in Q4 2023 and has held it in 10 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Elevate Wealth Advisory held 1,785 shares of Vanguard Total World Stock ETF worth $247K as of Q1 2026.
Elevate Wealth Advisory bought 297 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $42.7K.
Vanguard Total World Stock ETF made up 0.16% of Elevate Wealth Advisory's portfolio in Q1 2026, its #71 holding.
Elevate Wealth Advisory first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 10 quarters since.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.