Hoge Financial Services’s Vanguard Total World Stock ETF VT Stock Holding History

Hoge Financial Services’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	$17.6M	Sell	127,050 -6,568	-5%	-$945K	9.41%	3
2025 Q4	$18.8M	Buy	133,618 +4,877	+4%	+$682K	10.16%	3
2025 Q3	$17.7M	Sell	128,741 -103	-0.1%	-$13.7K	10.17%	3
2025 Q2	$16.6M	Buy	128,844 +1,829	+1%	+$219K	10.31%	3
2025 Q1	$14.7M	Buy	127,015 +5,404	+4%	+$647K	10.3%	3
2024 Q4	$14.3M	Buy	121,611 +1,902	+2%	+$228K	10.46%	2
2024 Q3	$14.3M	Buy	119,709 +2,941	+3%	+$338K	10.79%	2
2024 Q2	$13.2M	Buy	116,768 +3,960	+4%	+$437K	10.78%	2
2024 Q1	$12.5M	Buy	112,808 +12,108	+12%	+$1.28M	10.18%	2
2023 Q4	$10.4M	Buy	+100,700	New	+$9.69M	10.39%	2

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

Hoge Financial Services's VT Position: Q1 2026 in Review

Hoge Financial Services reduced its Vanguard Total World Stock ETF (VT) stake by 4.9% in Q1 2026, selling an estimated $945K and leaving 127,050 shares worth $17.6M. The position accounts for 9.41% of the portfolio, ranked #3.

Hoge Financial Services first reported a position in VT in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.8M in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Hoge Financial Services held 127,050 shares of Vanguard Total World Stock ETF worth $17.6M as of Q1 2026.
Hoge Financial Services sold 6,568 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $945K.
Vanguard Total World Stock ETF made up 9.41% of Hoge Financial Services's portfolio in Q1 2026, its #3 holding.
Hoge Financial Services first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 10 quarters since.
Hoge Financial Services's Vanguard Total World Stock ETF position peaked at $18.8M in Q4 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.