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Gibbs Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Gibbs Wealth Management’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 		$352K Buy
2,547
+217
+9% +$31.2K 0.05% 362
2025
Q4 		$337K Sell
2,330
-1,559
-40% -$218K 0.08% 256
2025
Q3 		$536K Buy
+3,889
New +$517K 0.12% 199

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gibbs Wealth Management's VT Position: Q1 2026 in Review

Gibbs Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 9.3% in Q1 2026, buying an estimated $31.2K and bringing the position to 2,547 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #362.

Gibbs Wealth Management first reported a position in VT in Q3 2025 and has held it in 3 quarters since. The position peaked at $536K in Q3 2025. 1,238 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Gibbs Wealth Management held 2,547 shares of Vanguard Total World Stock ETF worth $352K as of Q1 2026.
  • Gibbs Wealth Management bought 217 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $31.2K.
  • Vanguard Total World Stock ETF made up 0.05% of Gibbs Wealth Management's portfolio in Q1 2026, its #362 holding.
  • Gibbs Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 3 quarters since.
  • Gibbs Wealth Management's Vanguard Total World Stock ETF position peaked at $536K in Q3 2025.
  • 1,238 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.