Fort Point Capital Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Fort Point Capital Partners’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	$2.39M	Sell	17,287 -546	-3%	-$78.5K	0.29%	58
2025 Q4	$2.58M	Buy	17,833 +23	+0.1%	+$3.21K	0.29%	58
2025 Q3	$2.45M	Sell	17,810 -1,820	-9%	-$242K	0.29%	64
2025 Q2	$2.52M	Buy	+19,630	New	+$2.35M	0.18%	83

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fort Point Capital Partners's VT Position: Q1 2026 in Review

Fort Point Capital Partners reduced its Vanguard Total World Stock ETF (VT) stake by 3.1% in Q1 2026, selling an estimated $78.5K and leaving 17,287 shares worth $2.39M. The position accounts for 0.29% of the portfolio, ranked #58.

Fort Point Capital Partners first reported a position in VT in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.58M in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Fort Point Capital Partners held 17,287 shares of Vanguard Total World Stock ETF worth $2.39M as of Q1 2026.
Fort Point Capital Partners sold 546 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $78.5K.
Vanguard Total World Stock ETF made up 0.29% of Fort Point Capital Partners's portfolio in Q1 2026, its #58 holding.
Fort Point Capital Partners first reported a position in Vanguard Total World Stock ETF in Q2 2025 and has held it in 4 quarters since.
Fort Point Capital Partners's Vanguard Total World Stock ETF position peaked at $2.58M in Q4 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.