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

Endowment 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 		$4.3M Sell
31,053
-430
-1% -$61.8K 1.9% 14
2025
Q4 		$4.44M Buy
31,483
+1,160
+4% +$162K 2.04% 13
2025
Q3 		$4.18M Sell
30,323
-90
-0.3% -$12K 1.9% 11
2025
Q2 		$3.91M Sell
30,413
-6,026
-17% -$721K 2.02% 9
2025
Q1 		$4.23M Buy
36,439
+7,314
+25% +$875K 2.72% 6
2024
Q4 		$3.42M Buy
29,125
+526
+2% +$63.1K 2.3% 9
2024
Q3 		$3.42M Buy
28,599
+697
+2% +$80.2K 2.25% 11
2024
Q2 		$3.14M Buy
27,902
+85
+0.3% +$9.37K 2.29% 11
2024
Q1 		$3.07M Buy
27,817
+1,483
+6% +$157K 2.3% 9
2023
Q4 		$2.71M Buy
26,334
+169
+0.6% +$16.3K 2.25% 10
2023
Q3 		$2.44M Buy
26,165
+115
+0.4% +$11.2K 2.19% 10
2023
Q2 		$2.53M Sell
26,050
-223
-0.8% -$20.9K 2.31% 9
2023
Q1 		$2.38M Sell
26,273
-3,024
-10% -$274K 2.39% 9
2022
Q4 		$2.53M Sell
29,297
-214
-0.7% -$18.3K 2.78% 7
2022
Q3 		$2.33M Buy
29,511
+387
+1% +$34K 2.82% 7
2022
Q2 		$2.48M Buy
29,124
+663
+2% +$61.3K 2.99% 7
2022
Q1 		$2.88M Buy
28,461
+2,616
+10% +$265K 3.03% 7
2021
Q4 		$2.78M Buy
+25,845
New +$2.75M 2.81% 8

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

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

Endowment Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 1.4% in Q1 2026, selling an estimated $61.8K and leaving 31,053 shares worth $4.3M. The position accounts for 1.9% of the portfolio, ranked #14.

Endowment Wealth Management first reported a position in VT in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.44M in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Endowment Wealth Management held 31,053 shares of Vanguard Total World Stock ETF worth $4.3M as of Q1 2026.
  • Endowment Wealth Management sold 430 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $61.8K.
  • Vanguard Total World Stock ETF made up 1.9% of Endowment Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Endowment Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 18 quarters since.
  • Endowment Wealth Management's Vanguard Total World Stock ETF position peaked at $4.44M in Q4 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.