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Golden State Equity Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Golden State Equity 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 		$3.32K Buy
+24
New +$3.45K ﹤0.01% 1566
2024
Q4 		– Sell
-386
Closed -$46.2K – 871
2024
Q3 		$46.2K Buy
+386
New +$44.4K 0.02% 392

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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Golden State Equity Partners's VT Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Vanguard Total World Stock ETF (VT) in Q1 2026: 24 shares worth $3.32K. The stake represents ﹤0.01% of the portfolio and ranks #1566 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in VT as recently as Q3 2024.

Golden State Equity Partners first reported a position in VT in Q3 2024 and has held it in 2 quarters since. The position peaked at $46.2K in Q3 2024. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Golden State Equity Partners held 24 shares of Vanguard Total World Stock ETF worth $3.32K as of Q1 2026.
  • Vanguard Total World Stock ETF was a new Golden State Equity Partners position in Q1 2026.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1566 holding.
  • Golden State Equity Partners first reported a position in Vanguard Total World Stock ETF in Q3 2024 and has held it in 2 quarters since.
  • Golden State Equity Partners's Vanguard Total World Stock ETF position peaked at $46.2K in Q3 2024.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.