Focus Partners Wealth
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Focus Partners Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Focus Partners Wealth’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 		$55.2M Buy
397,476
+14,626
+4% +$2.1M 0.06% 270
2025
Q4 		$54M Buy
382,850
+161,665
+73% +$22.6M 0.06% 277
2025
Q3 		$30.5M Sell
221,185
-4,498
-2% -$598K 0.05% 302
2025
Q2 		$29M Buy
225,683
+37,607
+20% +$4.5M 0.06% 278
2025
Q1 		$21.8M Buy
188,076
+9,657
+5% +$1.16M 0.05% 311
2024
Q4 		$21M Buy
178,419
+10,537
+6% +$1.26M 0.05% 311
2024
Q3 		$20.1M Buy
167,882
+107,630
+179% +$12.4M 0.06% 283
2024
Q2 		$6.79M Buy
60,252
+43,279
+255% +$4.77M 0.02% 442
2024
Q1 		$1.88M Buy
16,973
+2,445
+17% +$259K 0.02% 497
2023
Q4 		$1.5M Buy
+14,528
New +$1.4M 0.02% 391

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

Focus Partners Wealth's VT Position: Q1 2026 in Review

Focus Partners Wealth increased its Vanguard Total World Stock ETF (VT) stake by 3.8% in Q1 2026, buying an estimated $2.1M and bringing the position to 397,476 shares worth $55.2M. The position accounts for 0.06% of the portfolio, ranked #270.

Focus Partners Wealth first reported a position in VT in Q4 2023 and has held it in 10 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Focus Partners Wealth held 397,476 shares of Vanguard Total World Stock ETF worth $55.2M as of Q1 2026.
  • Focus Partners Wealth bought 14,626 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $2.1M.
  • Vanguard Total World Stock ETF made up 0.06% of Focus Partners Wealth's portfolio in Q1 2026, its #270 holding.
  • Focus Partners Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.