Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-134,740
Closed -$18.6M – 1312
2025
Q3 		$18.6M Sell
134,740
-1,867
-1% -$248K 0.07% 227
2025
Q2 		$17.6M Sell
136,607
-8,494
-6% -$1.02M 0.08% 218
2025
Q1 		$16.8M Sell
145,101
-11,086
-7% -$1.33M 0.08% 197
2024
Q4 		$18.3M Buy
156,187
+1,292
+0.8% +$155K 0.09% 185
2024
Q3 		$18.5M Buy
154,895
+10,578
+7% +$1.22M 0.13% 145
2024
Q2 		$16.3M Sell
144,317
-6,132
-4% -$676K 0.14% 113
2024
Q1 		$16.6M Sell
150,449
-14,455
-9% -$1.53M 0.21% 70
2023
Q4 		$17M Sell
164,904
-8,545
-5% -$822K 0.28% 44
2023
Q3 		$16.2M Sell
173,449
-15,042
-8% -$1.46M 0.29% 44
2023
Q2 		$18.3M Sell
188,491
-13,589
-7% -$1.27M 0.27% 47
2023
Q1 		$18.6M Buy
202,080
+62,305
+45% +$5.64M 0.32% 50
2022
Q4 		$12M Sell
139,775
-7,083
-5% -$605K 0.24% 60
2022
Q3 		$11.6M Sell
146,858
-4,141
-3% -$364K 0.27% 53
2022
Q2 		$12.9M Buy
150,999
+26,688
+21% +$2.47M 0.29% 53
2022
Q1 		$12.6M Buy
124,311
+21,623
+21% +$2.19M 0.24% 61
2021
Q4 		$9.51M Sell
102,688
-52,317
-34% -$5.56M 0.22% 70
2021
Q3 		$15.8M Sell
155,005
-298
-0.2% -$31.2K 0.31% 45
2021
Q2 		$16.1M Buy
155,303
+49,825
+47% +$5.08M 0.32% 48
2021
Q1 		$10.3M Buy
105,478
+2,790
+3% +$268K 0.24% 65
2020
Q4 		$9.51M Buy
102,688
+2,172
+2% +$188K 0.23% 67
2020
Q3 		$8.11M Sell
100,516
-10,395
-9% -$834K 0.23% 72
2020
Q2 		$8.3M Sell
110,911
-2,847
-3% -$201K 0.26% 62
2020
Q1 		$7.14M Sell
113,758
-5,770
-5% -$435K 0.26% 64
2019
Q4 		$9.68M Buy
119,528
+7,558
+7% +$588K 0.28% 61
2019
Q3 		$8.38M Buy
111,970
+68,185
+156% +$5.09M 0.27% 66
2019
Q2 		$3.29M Buy
43,785
+145
+0.3% +$10.7K 0.1% 147
2019
Q1 		$3.19M Buy
+43,640
New +$3.1M 0.1% 148

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CA
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Morgan Stanley
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US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Kovitz Investment Group Partners's VT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Total World Stock ETF (VT) in Q4 2025, closing a stake of 134,740 shares — an estimated $18.6M sold.

Kovitz Investment Group Partners first reported a position in VT in Q1 2019 and held it in 27 quarters. The position peaked at $18.6M in Q1 2023. 1,211 funds tracked by Wall St. Rank hold VT as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Total World Stock ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 134,740 Vanguard Total World Stock ETF shares in Q4 2025, an estimated $18.6M.
  • Kovitz Investment Group Partners first reported a position in Vanguard Total World Stock ETF in Q1 2019 and held it in 27 quarters.
  • Kovitz Investment Group Partners's Vanguard Total World Stock ETF position peaked at $18.6M in Q1 2023.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.