Evelyn Partners Investment Management Services’s Vanguard Total World Stock ETF VT Stock Holding History

Evelyn Partners Investment Management Services’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	$5.48M	Sell	39,602 -2,696	-6%	-$388K	0.64%	40
2025 Q4	$5.97M	Sell	42,298 -8,720	-17%	-$1.22M	0.75%	40
2025 Q3	$7.03M	Sell	51,018 -2,274	-4%	-$302K	0.94%	30
2025 Q2	$6.85M	Sell	53,292 -3,941	-7%	-$471K	1.03%	30
2025 Q1	$6.64M	Sell	57,233 -452	-0.8%	-$54.1K	1.09%	31
2024 Q4	$6.78M	Buy	+57,685	New	+$6.92M	1.18%	30

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

Evelyn Partners Investment Management Services's VT Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its Vanguard Total World Stock ETF (VT) stake by 6.4% in Q1 2026, selling an estimated $388K and leaving 39,602 shares worth $5.48M. The position accounts for 0.64% of the portfolio, ranked #40.

Evelyn Partners Investment Management Services first reported a position in VT in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.03M in Q3 2025. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Evelyn Partners Investment Management Services held 39,602 shares of Vanguard Total World Stock ETF worth $5.48M as of Q1 2026.
Evelyn Partners Investment Management Services sold 2,696 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $388K.
Vanguard Total World Stock ETF made up 0.64% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #40 holding.
Evelyn Partners Investment Management Services first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's Vanguard Total World Stock ETF position peaked at $7.03M in Q3 2025.
1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.