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Fiduciary Group’s Vanguard Total World Stock ETF VT Stock Holding History

Fiduciary Group’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 		$885K Buy
6,395
+3,700
+137% +$532K 0.08% 168
2025
Q4 		$380K Sell
2,695
-7
-0.3% -$978 0.03% 234
2025
Q3 		$372K Hold
2,702
– – 0.03% 230
2025
Q2 		$347K Sell
2,702
-81
-3% -$9.69K 0.03% 224
2025
Q1 		$323K Hold
2,783
– – 0.03% 226
2024
Q4 		$327K Hold
2,783
– – 0.03% 225
2024
Q3 		$333K Hold
2,783
– – 0.03% 228
2024
Q2 		$313K Hold
2,783
– – 0.03% 228
2024
Q1 		$308K Hold
2,783
– – 0.03% 225
2023
Q4 		$286K Hold
2,783
– – 0.03% 228
2023
Q3 		$259K Hold
2,783
– – 0.03% 218
2023
Q2 		$270K Sell
2,783
-402
-13% -$37.7K 0.03% 214
2023
Q1 		$293K Hold
3,185
– – 0.04% 201
2022
Q4 		$275K Hold
3,185
– – 0.04% 200
2022
Q3 		$279K Buy
3,185
+302
+10% +$26.5K 0.04% 204
2022
Q2 		$268K Hold
2,883
– – 0.03% 210
2022
Q1 		$254K Hold
2,883
– – 0.03% 203
2021
Q4 		$310K Hold
2,883
– – 0.03% 193
2021
Q3 		$308K Hold
2,883
– – 0.04% 196
2021
Q2 		$302K Hold
2,883
– – 0.03% 196
2021
Q1 		$292K Hold
2,883
– – 0.04% 191
2020
Q4 		$283K Hold
2,883
– – 0.04% 187
2020
Q3 		$232K Hold
2,883
– – 0.04% 183
2020
Q2 		$216K Buy
+2,883
New +$203K 0.04% 186
2020
Q1 		– Sell
-2,883
Closed -$233K – 200
2019
Q4 		$233K Hold
2,883
– – 0.04% 182
2019
Q3 		$216K Hold
2,883
– – 0.04% 180
2019
Q2 		$217K Hold
2,883
– – 0.04% 181
2019
Q1 		$211K Buy
+2,883
New +$205K 0.04% 172

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

Fiduciary Group's VT Position: Q1 2026 in Review

Fiduciary Group increased its Vanguard Total World Stock ETF (VT) stake by 137% in Q1 2026, buying an estimated $532K and bringing the position to 6,395 shares worth $885K. The position accounts for 0.08% of the portfolio, ranked #168.

Fiduciary Group first reported a position in VT in Q1 2019 and has held it in 28 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Fiduciary Group held 6,395 shares of Vanguard Total World Stock ETF worth $885K as of Q1 2026.
  • Fiduciary Group bought 3,700 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $532K.
  • Vanguard Total World Stock ETF made up 0.08% of Fiduciary Group's portfolio in Q1 2026, its #168 holding.
  • Fiduciary Group first reported a position in Vanguard Total World Stock ETF in Q1 2019 and has held it in 28 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.