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
Q2 		$70.2M Buy
447,498
+50,022
+13% +$7.63M 0.07% 253
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 $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Focus Partners Wealth's VT Position: Q2 2026 in Review

Focus Partners Wealth increased its Vanguard Total World Stock ETF (VT) stake by 13% in Q2 2026, buying an estimated $7.63M and bringing the position to 447,498 shares worth $70.2M. The position accounts for 0.07% of the portfolio, ranked #253.

Focus Partners Wealth first reported a position in VT in Q4 2023 and has held it in 11 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Focus Partners Wealth held 447,498 shares of Vanguard Total World Stock ETF worth $70.2M as of Q2 2026.
  • Focus Partners Wealth bought 50,022 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $7.63M.
  • Vanguard Total World Stock ETF made up 0.07% of Focus Partners Wealth's portfolio in Q2 2026, its #253 holding.
  • Focus Partners Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.