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

Evelyn Partners’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
Q3 		$28M Sell
177,603
-186,363
-51% -$29.6M 0.45% 39
2026
Q2 		$48M Buy
+363,966
New +$55.5M 0.1% 28

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Evelyn Partners's VT Position: Q3 2026 in Review

Evelyn Partners reduced its Vanguard Total World Stock ETF (VT) stake by 51% in Q3 2026, selling an estimated $29.6M and leaving 177,603 shares worth $28M. The position accounts for 0.45% of the portfolio, ranked #39.

Evelyn Partners first reported a position in VT in Q2 2026 and has held it in 2 quarters since. The position peaked at $48M in Q2 2026. 1,190 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Evelyn Partners held 177,603 shares of Vanguard Total World Stock ETF worth $28M as of Q3 2026.
  • Evelyn Partners sold 186,363 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $29.6M.
  • Vanguard Total World Stock ETF made up 0.45% of Evelyn Partners's portfolio in Q3 2026, its #39 holding.
  • Evelyn Partners first reported a position in Vanguard Total World Stock ETF in Q2 2026 and has held it in 2 quarters since.
  • Evelyn Partners's Vanguard Total World Stock ETF position peaked at $48M in Q2 2026.
  • 1,190 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.