Genesis Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Genesis Wealth 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	$339K	Sell	2,450 -25	-1%	-$3.6K	0.23%	44
2025 Q4	$349K	Hold	2,475	–	–	0.24%	44
2025 Q3	$341K	Hold	2,475	–	–	0.24%	43
2025 Q2	$318K	Hold	2,475	–	–	0.24%	44
2025 Q1	$287K	Sell	2,475 -50	-2%	-$5.98K	0.23%	44
2024 Q4	$297K	Buy	+2,525	New	+$303K	0.26%	46
2015 Q2	$2.55M	Sell	41,530 -8,988	-18%	-$569K	2.08%	15
2015 Q1	$3.11M	Sell	50,518 -9,895	-16%	-$604K	2.59%	11
2014 Q4	$3.79M	Buy	+60,413	New	+$3.63M	3.01%	7

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

Genesis Wealth Advisors's VT Position: Q1 2026 in Review

Genesis Wealth Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 1% in Q1 2026, selling an estimated $3.6K and leaving 2,450 shares worth $339K. The position accounts for 0.23% of the portfolio, ranked #44.

Genesis Wealth Advisors first reported a position in VT in Q4 2014 and has held it in 9 quarters since. The position peaked at $3.79M in Q4 2014. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Genesis Wealth Advisors held 2,450 shares of Vanguard Total World Stock ETF worth $339K as of Q1 2026.
Genesis Wealth Advisors sold 25 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $3.6K.
Vanguard Total World Stock ETF made up 0.23% of Genesis Wealth Advisors's portfolio in Q1 2026, its #44 holding.
Genesis Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2014 and has held it in 9 quarters since.
Genesis Wealth Advisors's Vanguard Total World Stock ETF position peaked at $3.79M in Q4 2014.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.