Etesian Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Etesian Wealth Advisors’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	$312K	Hold	2,255	–	–	0.1%	110
2025 Q4	$318K	Sell	2,255 -127	-5%	-$17.8K	0.1%	111
2025 Q3	$328K	Sell	2,382 -241	-9%	-$32K	0.11%	110
2025 Q2	$337K	Sell	2,623 -517	-16%	-$61.8K	0.13%	108
2025 Q1	$364K	Sell	3,140 -181	-5%	-$21.7K	0.16%	109
2024 Q4	$390K	Sell	3,321 -1,117	-25%	-$134K	0.17%	110
2024 Q3	$531K	Buy	+4,438	New	+$510K	0.24%	100

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

Etesian Wealth Advisors's VT Position: Q1 2026 in Review

Etesian Wealth Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q1 2026 at 2,255 shares worth $312K. The position accounts for 0.1% of the portfolio, ranked #110.

Etesian Wealth Advisors first reported a position in VT in Q3 2024 and has held it in 7 quarters since. The position peaked at $531K in Q3 2024. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Etesian Wealth Advisors held 2,255 shares of Vanguard Total World Stock ETF worth $312K as of Q1 2026.
Etesian Wealth Advisors left its Vanguard Total World Stock ETF share count unchanged in Q1 2026.
Vanguard Total World Stock ETF made up 0.1% of Etesian Wealth Advisors's portfolio in Q1 2026, its #110 holding.
Etesian Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2024 and has held it in 7 quarters since.
Etesian Wealth Advisors's Vanguard Total World Stock ETF position peaked at $531K in Q3 2024.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.