Greenleaf Trust’s Vanguard Total World Stock ETF VT Stock Holding History

Greenleaf Trust’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 Q2	$686K	Sell	4,368 -398	-8%	-$60.7K	0.01%	443
2026 Q1	$659K	Buy	4,766 +398	+9%	+$57.2K	0.01%	433
2025 Q4	$616K	Hold	4,368	–	–	0.01%	450
2025 Q3	$602K	Hold	4,368	–	–	0.01%	457
2025 Q2	$561K	Sell	4,368 -16	-0.4%	-$1.91K	0.01%	457
2025 Q1	$508K	Buy	+4,384	New	+$525K	﹤0.01%	490
2018 Q1	–	Sell	-7,705	Closed	-$572K	–	664
2017 Q4	$572K	Hold	7,705	–	–	0.01%	228
2017 Q3	$545K	Buy	7,705 +516	+7%	+$35.8K	0.01%	212
2017 Q2	$485K	Buy	+7,189	New	+$481K	0.01%	203

Other funds holding VT

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

TCK

Topor & Co Korea Seoul $127M AUM

GWM

GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return

LOWM

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Greenleaf Trust's VT Position: Q2 2026 in Review

Greenleaf Trust reduced its Vanguard Total World Stock ETF (VT) stake by 8.4% in Q2 2026, selling an estimated $60.7K and leaving 4,368 shares worth $686K. The position accounts for 0.01% of the portfolio, ranked #443.

Greenleaf Trust first reported a position in VT in Q2 2017 and has held it in 9 quarters since. 296 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Greenleaf Trust held 4,368 shares of Vanguard Total World Stock ETF worth $686K as of Q2 2026.
Greenleaf Trust sold 398 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $60.7K.
Vanguard Total World Stock ETF made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #443 holding.
Greenleaf Trust first reported a position in Vanguard Total World Stock ETF in Q2 2017 and has held it in 9 quarters since.
296 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.