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

Greenwich 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 		$626K Buy
4,525
+240
+6% +$34.5K 0.03% 184
2025
Q4 		$604K Sell
4,285
-125
-3% -$17.5K 0.03% 187
2025
Q3 		$608K Buy
4,410
+100
+2% +$13.3K 0.03% 186
2025
Q2 		$554K Buy
4,310
+290
+7% +$34.7K 0.03% 169
2025
Q1 		$466K Buy
4,020
+670
+20% +$80.2K 0.04% 167
2024
Q4 		$394K Buy
3,350
+420
+14% +$50.4K 0.03% 189
2024
Q3 		$351K Buy
2,930
+20
+0.7% +$2.3K 0.02% 191
2024
Q2 		$328K Buy
2,910
+705
+32% +$77.7K 0.02% 187
2024
Q1 		$244K Buy
+2,205
New +$233K 0.02% 207
2023
Q3 		– Sell
-2,825
Closed -$274K – 244
2023
Q2 		$274K Hold
2,825
– – 0.03% 191
2023
Q1 		$260K Hold
2,825
– – 0.03% 193
2022
Q4 		$243K Buy
+2,825
New +$241K 0.03% 201
2013
Q4 		– Sell
-4,675
Closed -$260K – 171
2013
Q3 		$260K Buy
+4,675
New +$254K 0.02% 141

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

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

Greenwich Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 5.6% in Q1 2026, buying an estimated $34.5K and bringing the position to 4,525 shares worth $626K. The position accounts for 0.03% of the portfolio, ranked #184.

Greenwich Wealth Management first reported a position in VT in Q3 2013 and has held it in 13 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Greenwich Wealth Management held 4,525 shares of Vanguard Total World Stock ETF worth $626K as of Q1 2026.
  • Greenwich Wealth Management bought 240 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $34.5K.
  • Vanguard Total World Stock ETF made up 0.03% of Greenwich Wealth Management's portfolio in Q1 2026, its #184 holding.
  • Greenwich Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2013 and has held it in 13 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.