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IEQ Capital’s Vanguard Total World Stock ETF VT Stock Holding History

IEQ Capital’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 		$7.46M Buy
53,925
+7,175
+15% +$1.03M 0.03% 415
2025
Q4 		$6.59M Buy
46,750
+341
+0.7% +$47.7K 0.02% 454
2025
Q3 		$6.4M Buy
46,409
+1,425
+3% +$189K 0.02% 428
2025
Q2 		$5.78M Sell
44,984
-1,412
-3% -$169K 0.04% 385
2025
Q1 		$5.38M Buy
46,396
+40,544
+693% +$4.85M 0.04% 323
2024
Q4 		$688K Buy
5,852
+5
+0.1% +$600 0.01% 758
2024
Q3 		$700K Buy
5,847
+3,206
+121% +$369K 0.01% 649
2024
Q2 		$297K Sell
2,641
-54
-2% -$5.95K ﹤0.01% 800
2024
Q1 		$298K Buy
2,695
+120
+5% +$12.7K ﹤0.01% 773
2023
Q4 		$265K Buy
2,575
+158
+7% +$15.2K ﹤0.01% 763
2023
Q3 		$225K Buy
2,417
+284
+13% +$27.6K ﹤0.01% 808
2023
Q2 		$207K Buy
+2,133
New +$200K ﹤0.01% 800
2022
Q3 		– Sell
-5,548
Closed -$473K – 887
2022
Q2 		$473K Buy
+5,548
New +$513K 0.01% 487

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

IEQ Capital's VT Position: Q1 2026 in Review

IEQ Capital increased its Vanguard Total World Stock ETF (VT) stake by 15% in Q1 2026, buying an estimated $1.03M and bringing the position to 53,925 shares worth $7.46M. The position accounts for 0.03% of the portfolio, ranked #415.

IEQ Capital first reported a position in VT in Q2 2022 and has held it in 13 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • IEQ Capital held 53,925 shares of Vanguard Total World Stock ETF worth $7.46M as of Q1 2026.
  • IEQ Capital bought 7,175 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $1.03M.
  • Vanguard Total World Stock ETF made up 0.03% of IEQ Capital's portfolio in Q1 2026, its #415 holding.
  • IEQ Capital first reported a position in Vanguard Total World Stock ETF in Q2 2022 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 IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.