IMA Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$413K Buy
2,986
+43
+1% +$6.18K 0.04% 155
2025
Q4
$415K Sell
2,943
-571
-16% -$79.8K 0.04% 156
2025
Q3
$421K Sell
3,514
-5,550
-61% -$738K 0.04% 148
2025
Q2
$1.11M Buy
9,064
+861
+10% +$103K 0.12% 116
2025
Q1
$907K Buy
8,203
+561
+7% +$67.1K 0.11% 121
2024
Q4
$852K Buy
+7,642
New +$917K 0.1% 126

Other funds holding VT

IMA Advisory Services's VT Position: Q1 2026 in Review

IMA Advisory Services increased its Vanguard Total World Stock ETF (VT) stake by 1.5% in Q1 2026, buying an estimated $6.18K and bringing the position to 2,986 shares worth $413K. The position accounts for 0.04% of the portfolio, ranked #155.

IMA Advisory Services first reported a position in VT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.11M in Q2 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • IMA Advisory Services held 2,986 shares of Vanguard Total World Stock ETF worth $413K as of Q1 2026.
  • IMA Advisory Services bought 43 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $6.18K.
  • Vanguard Total World Stock ETF made up 0.04% of IMA Advisory Services's portfolio in Q1 2026, its #155 holding.
  • IMA Advisory Services first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • IMA Advisory Services's Vanguard Total World Stock ETF position peaked at $1.11M in Q2 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.