Garrison Point Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Garrison Point Advisors’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	$588K	Buy	4,250 +50	+1%	+$7.19K	0.27%	98
2025 Q4	$592K	Sell	4,200 -1,025	-20%	-$143K	0.26%	97
2025 Q3	$720K	Buy	5,225 +150	+3%	+$19.9K	0.3%	81
2025 Q2	$652K	Buy	5,075 +50	+1%	+$5.98K	0.3%	85
2025 Q1	$583K	Hold	5,025	–	–	0.28%	90
2024 Q4	$590K	Buy	5,025 +250	+5%	+$30K	0.28%	88
2024 Q3	$572K	Buy	4,775 +100	+2%	+$11.5K	0.35%	84
2024 Q2	$527K	Buy	4,675 +120	+3%	+$13.2K	0.35%	84
2024 Q1	$503K	Buy	4,555 +120	+3%	+$12.7K	0.32%	90
2023 Q4	$456K	Sell	4,435 -20	-0.4%	-$1.93K	0.32%	95
2023 Q3	$415K	Hold	4,455	–	–	0.32%	96
2023 Q2	$432K	Buy	4,455 +100	+2%	+$9.38K	0.31%	96
2023 Q1	$401K	Hold	4,355	–	–	0.3%	101
2022 Q4	$375K	Hold	4,355	–	–	0.31%	101
2022 Q3	$344K	Hold	4,355	–	–	0.31%	102
2022 Q2	$372K	Sell	4,355 -100	-2%	-$9.25K	0.31%	102
2022 Q1	$451K	Buy	4,455 +50	+1%	+$5.06K	0.32%	96
2021 Q4	$473K	Buy	4,405 +300	+7%	+$31.9K	0.31%	94
2021 Q3	$418K	Buy	4,105 +100	+2%	+$10.5K	0.3%	102
2021 Q2	$415K	Buy	+4,005	New	+$408K	0.3%	103

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

Garrison Point Advisors's VT Position: Q1 2026 in Review

Garrison Point Advisors increased its Vanguard Total World Stock ETF (VT) stake by 1.2% in Q1 2026, buying an estimated $7.19K and bringing the position to 4,250 shares worth $588K. The position accounts for 0.27% of the portfolio, ranked #98.

Garrison Point Advisors first reported a position in VT in Q2 2021 and has held it in 20 quarters since. The position peaked at $720K in Q3 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Garrison Point Advisors held 4,250 shares of Vanguard Total World Stock ETF worth $588K as of Q1 2026.
Garrison Point Advisors bought 50 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $7.19K.
Vanguard Total World Stock ETF made up 0.27% of Garrison Point Advisors's portfolio in Q1 2026, its #98 holding.
Garrison Point Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2021 and has held it in 20 quarters since.
Garrison Point Advisors's Vanguard Total World Stock ETF position peaked at $720K in Q3 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.