HTG Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

HTG Investment Advisors’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	$2.21M	Sell	16,009 -316	-2%	-$45.5K	0.63%	29
2025 Q4	$2.3M	Sell	16,325 -1,294	-7%	-$181K	0.71%	29
2025 Q3	$2.43M	Buy	17,619 +1,738	+11%	+$231K	0.82%	25
2025 Q2	$2.04M	Buy	15,881 +578	+4%	+$69.1K	0.76%	26
2025 Q1	$1.77M	Buy	15,303 +1,037	+7%	+$124K	0.74%	26
2024 Q4	$1.68M	Sell	14,266 -305	-2%	-$36.6K	0.77%	26
2024 Q3	$1.74M	Sell	14,571 -12	-0.1%	-$1.38K	0.82%	25
2024 Q2	$1.64M	Buy	14,583 +520	+4%	+$57.3K	0.89%	25
2024 Q1	$1.55M	Buy	14,063 +573	+4%	+$60.6K	0.9%	24
2023 Q4	$1.39M	Buy	13,490 +1,034	+8%	+$99.5K	0.91%	22
2023 Q3	$1.16M	Buy	12,456 +249	+2%	+$24.2K	0.93%	23
2023 Q2	$1.18M	Buy	12,207 +1,798	+17%	+$169K	0.98%	23
2023 Q1	$959K	Buy	10,409 +304	+3%	+$27.5K	0.87%	23
2022 Q4	$871K	Buy	+10,105	New	+$863K	0.88%	25

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

HTG Investment Advisors's VT Position: Q1 2026 in Review

HTG Investment Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 1.9% in Q1 2026, selling an estimated $45.5K and leaving 16,009 shares worth $2.21M. The position accounts for 0.63% of the portfolio, ranked #29.

HTG Investment Advisors first reported a position in VT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.43M in Q3 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

HTG Investment Advisors held 16,009 shares of Vanguard Total World Stock ETF worth $2.21M as of Q1 2026.
HTG Investment Advisors sold 316 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $45.5K.
Vanguard Total World Stock ETF made up 0.63% of HTG Investment Advisors's portfolio in Q1 2026, its #29 holding.
HTG Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 14 quarters since.
HTG Investment Advisors's Vanguard Total World Stock ETF position peaked at $2.43M in Q3 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.