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

Evelyn Partners Investment 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 		$527K Buy
3,810
+1,100
+41% +$158K 0.01% 161
2025
Q4 		$382K Buy
2,710
+960
+55% +$134K 0.01% 175
2025
Q3 		$241K Buy
1,750
+68
+4% +$9.04K 0.01% 190
2025
Q2 		$216K Buy
1,682
+468
+39% +$56K 0.01% 197
2025
Q1 		$141K Buy
+1,214
New +$145K ﹤0.01% 216

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

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

Evelyn Partners Investment Management increased its Vanguard Total World Stock ETF (VT) stake by 41% in Q1 2026, buying an estimated $158K and bringing the position to 3,810 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #161.

Evelyn Partners Investment Management first reported a position in VT in Q1 2025 and has held it in 5 quarters since. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Evelyn Partners Investment Management held 3,810 shares of Vanguard Total World Stock ETF worth $527K as of Q1 2026.
  • Evelyn Partners Investment Management bought 1,100 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $158K.
  • Vanguard Total World Stock ETF made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #161 holding.
  • Evelyn Partners Investment Management first reported a position in Vanguard Total World Stock ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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