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

Insigneo Advisory 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	$3.38M	Buy	24,465 +121	+0.5%	+$17.4K	0.24%	72
2025 Q4	$3.43M	Sell	24,344 -355	-1%	-$49.6K	0.25%	67
2025 Q3	$3.4M	Buy	24,699 +433	+2%	+$57.5K	0.24%	71
2025 Q2	$3.12M	Buy	24,266 +170	+0.7%	+$20.3K	0.27%	71
2025 Q1	$2.79M	Buy	24,096 +386	+2%	+$46.2K	0.29%	71
2024 Q4	$2.79M	Hold	23,710	–	–	0.29%	63
2024 Q3	$2.84M	Buy	23,710 +250	+1%	+$28.8K	0.29%	65
2024 Q2	$2.53M	Sell	23,460 -15	-0.1%	-$1.65K	0.28%	69
2024 Q1	$2.59M	Buy	23,475 +4,595	+24%	+$486K	0.31%	60
2023 Q4	$1.94M	Buy	18,880 +3,495	+23%	+$336K	0.27%	77
2023 Q3	$1.43M	Hold	15,385	–	–	0.29%	66
2023 Q2	$1.49M	Buy	+15,385	New	+$1.44M	0.29%	70

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

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

Insigneo Advisory Services increased its Vanguard Total World Stock ETF (VT) stake by 0.5% in Q1 2026, buying an estimated $17.4K and bringing the position to 24,465 shares worth $3.38M. The position accounts for 0.24% of the portfolio, ranked #72.

Insigneo Advisory Services first reported a position in VT in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.43M in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Insigneo Advisory Services held 24,465 shares of Vanguard Total World Stock ETF worth $3.38M as of Q1 2026.
Insigneo Advisory Services bought 121 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $17.4K.
Vanguard Total World Stock ETF made up 0.24% of Insigneo Advisory Services's portfolio in Q1 2026, its #72 holding.
Insigneo Advisory Services first reported a position in Vanguard Total World Stock ETF in Q2 2023 and has held it in 12 quarters since.
Insigneo Advisory Services's Vanguard Total World Stock ETF position peaked at $3.43M in Q4 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.