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

EverSource 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 		$6.23M Sell
45,023
-750
-2% -$108K 0.19% 95
2025
Q4 		$6.46M Buy
45,773
+2,147
+5% +$300K 0.24% 84
2025
Q3 		$6.01M Buy
43,626
+3,891
+10% +$517K 0.24% 88
2025
Q2 		$5.11M Buy
39,735
+4,027
+11% +$482K 0.23% 96
2025
Q1 		$4.14M Buy
35,708
+4,307
+14% +$515K 0.23% 95
2024
Q4 		$3.69M Buy
31,401
+7,929
+34% +$952K 0.21% 97
2024
Q3 		$2.81M Buy
23,472
+2,233
+11% +$257K 0.18% 111
2024
Q2 		$2.44M Buy
21,239
+618
+3% +$68.1K 0.16% 119
2024
Q1 		$2.2M Sell
20,621
-10,205
-33% -$1.08M 0.17% 111
2023
Q4 		$3.17M Buy
30,826
+2,336
+8% +$225K 0.29% 80
2023
Q3 		$2.65M Sell
28,490
-8,060
-22% -$782K 0.28% 82
2023
Q2 		$3.54M Buy
36,550
+5,249
+17% +$492K 0.39% 69
2023
Q1 		$2.88M Buy
31,301
+3,110
+11% +$282K 0.36% 70
2022
Q4 		$2.43M Buy
28,191
+10,672
+61% +$912K 0.37% 68
2022
Q3 		$1.38M Buy
17,519
+171
+1% +$15K 0.32% 60
2022
Q2 		$1.48M Buy
17,348
+479
+3% +$44.3K 0.38% 54
2022
Q1 		$1.71M Buy
16,869
+1,326
+9% +$134K 0.43% 47
2021
Q4 		$1.67M Buy
+15,543
New +$1.65M 0.47% 43

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

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

EverSource Wealth Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 1.6% in Q1 2026, selling an estimated $108K and leaving 45,023 shares worth $6.23M. The position accounts for 0.19% of the portfolio, ranked #95.

EverSource Wealth Advisors first reported a position in VT in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.46M in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • EverSource Wealth Advisors held 45,023 shares of Vanguard Total World Stock ETF worth $6.23M as of Q1 2026.
  • EverSource Wealth Advisors sold 750 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $108K.
  • Vanguard Total World Stock ETF made up 0.19% of EverSource Wealth Advisors's portfolio in Q1 2026, its #95 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Vanguard Total World Stock ETF position peaked at $6.46M in Q4 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.