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

Gen-Wealth 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	$3.22K	Sell	23 -28	-55%	-$4.03K	﹤0.01%	618
2025 Q4	$7.16K	Buy	51 +3	+6%	+$419	﹤0.01%	549
2025 Q3	$6.62K	Buy	48 +5	+12%	+$664	﹤0.01%	545
2025 Q2	$5.5K	Buy	43 +27	+169%	+$3.23K	﹤0.01%	517
2025 Q1	$1.85K	Sell	16 -44	-73%	-$5.26K	﹤0.01%	547
2024 Q4	$7.09K	Buy	60 +4	+7%	+$480	﹤0.01%	493
2024 Q3	$6.67K	Buy	56 +4	+8%	+$460	﹤0.01%	521
2024 Q2	$5.81K	Buy	52 +4	+8%	+$441	﹤0.01%	502
2024 Q1	$5.35K	Buy	+48	New	+$5.08K	﹤0.01%	495

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

Gen-Wealth Partners's VT Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Vanguard Total World Stock ETF (VT) stake by 55% in Q1 2026, selling an estimated $4.03K and leaving 23 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Gen-Wealth Partners first reported a position in VT in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.16K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Gen-Wealth Partners held 23 shares of Vanguard Total World Stock ETF worth $3.22K as of Q1 2026.
Gen-Wealth Partners sold 28 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $4.03K.
Vanguard Total World Stock ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #618 holding.
Gen-Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Vanguard Total World Stock ETF position peaked at $7.16K in Q4 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.