Evelyn Partners Asset Management’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
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Evelyn Partners Asset Management's VT Position: Q1 2026 in Review
Evelyn Partners Asset Management reduced its Vanguard Total World Stock ETF (VT) stake by 4.4% in Q1 2026, selling an estimated $1.03M and leaving 155,886 shares worth $21.6M. The position accounts for 5.31% of the portfolio, ranked #2.
Evelyn Partners Asset Management first reported a position in VT in Q4 2024 and has held it in 6 quarters since. The position peaked at $28.7M in Q3 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.
- Evelyn Partners Asset Management held 155,886 shares of Vanguard Total World Stock ETF worth $21.6M as of Q1 2026.
- Evelyn Partners Asset Management sold 7,183 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $1.03M.
- Vanguard Total World Stock ETF made up 5.31% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #2 holding.
- Evelyn Partners Asset Management first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 6 quarters since.
- Evelyn Partners Asset Management's Vanguard Total World Stock ETF position peaked at $28.7M in Q3 2025.
- 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.
Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.