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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
Q2 		$7.4M Sell
47,166
-6,759
-13% -$1.03M 0.03% 404
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 $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

IEQ Capital's VT Position: Q2 2026 in Review

IEQ Capital reduced its Vanguard Total World Stock ETF (VT) stake by 13% in Q2 2026, selling an estimated $1.03M and leaving 47,166 shares worth $7.4M. The position accounts for 0.03% of the portfolio, ranked #404.

IEQ Capital first reported a position in VT in Q2 2022 and has held it in 14 quarters since. The position peaked at $7.46M in Q1 2026. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • IEQ Capital held 47,166 shares of Vanguard Total World Stock ETF worth $7.4M as of Q2 2026.
  • IEQ Capital sold 6,759 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.03M.
  • Vanguard Total World Stock ETF made up 0.03% of IEQ Capital's portfolio in Q2 2026, its #404 holding.
  • IEQ Capital first reported a position in Vanguard Total World Stock ETF in Q2 2022 and has held it in 14 quarters since.
  • IEQ Capital's Vanguard Total World Stock ETF position peaked at $7.46M in Q1 2026.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.