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Financial Perspectives’s Vanguard Total World Stock ETF VT Stock Holding History

Financial Perspectives’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 		$925K Buy
6,690
+774
+13% +$111K 0.26% 58
2025
Q4 		$835K Buy
5,916
+493
+9% +$68.9K 0.22% 65
2025
Q3 		$747K Buy
5,423
+666
+14% +$88.5K 0.21% 67
2025
Q2 		$611K Buy
4,757
+1,671
+54% +$200K 0.18% 75
2025
Q1 		$358K Buy
3,086
+208
+7% +$24.9K 0.12% 98
2024
Q4 		$338K Buy
2,878
+87
+3% +$10.4K 0.11% 102
2024
Q3 		$334K Buy
2,791
+232
+9% +$26.7K 0.12% 105
2024
Q2 		$288K Buy
2,559
+338
+15% +$37.3K 0.11% 113
2024
Q1 		$245K Buy
2,221
+6
+0.3% +$634 0.09% 124
2023
Q4 		$228K Buy
2,215
+384
+21% +$37K 0.09% 132
2023
Q3 		$171K Buy
1,831
+407
+29% +$39.5K 0.08% 142
2023
Q2 		$138K Buy
1,424
+561
+65% +$52.6K 0.06% 155
2023
Q1 		$79.5K Hold
863
– – 0.04% 212
2022
Q4 		$74.4K Buy
+863
New +$73.7K 0.04% 211
2022
Q3 		– Sell
-130
Closed -$11.1K – 706
2022
Q2 		$11.1K Hold
130
– – 0.01% 431
2022
Q1 		$13.2K Hold
130
– – 0.01% 426
2021
Q4 		$14K Hold
130
– – 0.01% 407
2021
Q3 		$13.2K Hold
130
– – 0.01% 412
2021
Q2 		$13.5K Sell
130
-12,518
-99% -$1.28M 0.01% 429
2021
Q1 		$130K Buy
12,648
+12,518
+9,629% +$1.2M 0.01% 448
2020
Q4 		$12K Hold
130
– – 0.01% 390
2020
Q3 		$10.5K Hold
130
– – 0.01% 365
2020
Q2 		$9.72K Hold
130
– – 0.01% 353
2020
Q1 		$8.16K Hold
130
– – 0.01% 343
2019
Q4 		$10.5K Buy
+130
New +$10.1K 0.01% 329

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

Financial Perspectives's VT Position: Q1 2026 in Review

Financial Perspectives increased its Vanguard Total World Stock ETF (VT) stake by 13% in Q1 2026, buying an estimated $111K and bringing the position to 6,690 shares worth $925K. The position accounts for 0.26% of the portfolio, ranked #58.

Financial Perspectives first reported a position in VT in Q4 2019 and has held it in 25 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Financial Perspectives held 6,690 shares of Vanguard Total World Stock ETF worth $925K as of Q1 2026.
  • Financial Perspectives bought 774 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $111K.
  • Vanguard Total World Stock ETF made up 0.26% of Financial Perspectives's portfolio in Q1 2026, its #58 holding.
  • Financial Perspectives first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 25 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.