Empire Life Investments’s Vanguard Total World Stock ETF VT Stock Holding History

Empire Life Investments’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	$4.96M	Buy	31,600 +2,798	+10%	+$427K	0.28%	70
2026 Q1	$4.02M	Buy	28,802 +9,028	+46%	+$1.3M	0.24%	73
2025 Q4	$2.79M	Buy	19,774 +9,471	+92%	+$1.32M	0.16%	83
2025 Q3	$1.42M	Buy	10,303 +1,730	+20%	+$230K	0.08%	92
2025 Q2	$1.1M	Buy	8,573 +2,183	+34%	+$261K	0.07%	102
2025 Q1	$741K	Buy	6,390 +2,074	+48%	+$248K	0.05%	104
2024 Q4	$507K	Buy	4,316 +2,149	+99%	+$258K	0.03%	101
2024 Q3	$259K	Buy	2,167 +1,780	+460%	+$205K	0.02%	95
2024 Q2	$43.6K	Buy	+387	New	+$42.7K	﹤0.01%	93

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

Empire Life Investments's VT Position: Q2 2026 in Review

Empire Life Investments increased its Vanguard Total World Stock ETF (VT) stake by 9.7% in Q2 2026, buying an estimated $427K and bringing the position to 31,600 shares worth $4.96M. The position accounts for 0.28% of the portfolio, ranked #70.

Empire Life Investments first reported a position in VT in Q2 2024 and has held it in 9 quarters since. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Empire Life Investments held 31,600 shares of Vanguard Total World Stock ETF worth $4.96M as of Q2 2026.
Empire Life Investments bought 2,798 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $427K.
Vanguard Total World Stock ETF made up 0.28% of Empire Life Investments's portfolio in Q2 2026, its #70 holding.
Empire Life Investments first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 9 quarters since.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Empire Life Investments's 13F filing for Q2 2026, filed 24 Jul 2026.