Leith Wheeler Investment Counsel’s Vanguard Total World Stock ETF VT Stock Holding History

Leith Wheeler Investment Counsel’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	$358K	Hold	2,590	–	–	0.03%	77
2025 Q4	$365K	Sell	2,590 -36	-1%	-$5.03K	0.03%	78
2025 Q3	$362K	Hold	2,626	–	–	0.02%	66
2025 Q2	$337K	Hold	2,626	–	–	0.02%	61
2025 Q1	$304K	Hold	2,626	–	–	0.02%	66
2024 Q4	$309K	Hold	2,626	–	–	0.02%	59
2024 Q3	$314K	Hold	2,626	–	–	0.02%	59
2024 Q2	$296K	Hold	2,626	–	–	0.03%	61
2024 Q1	$290K	Hold	2,626	–	–	0.03%	61
2023 Q4	$270K	Hold	2,626	–	–	0.03%	56
2023 Q3	$245K	Hold	2,626	–	–	0.03%	58
2023 Q2	$255K	Hold	2,626	–	–	0.03%	61
2023 Q1	$242K	Hold	2,626	–	–	0.04%	57
2022 Q4	$226K	Hold	2,626	–	–	0.03%	54
2022 Q3	$207K	Hold	2,626	–	–	0.03%	53
2022 Q2	$289K	Hold	2,626	–	–	0.04%	53
2022 Q1	$266K	Hold	2,626	–	–	0.04%	51
2021 Q4	$282K	Hold	2,626	–	–	0.04%	41
2021 Q3	$267K	Hold	2,626	–	–	0.04%	43
2021 Q2	$272K	Sell	2,626 -188	-7%	-$19.2K	0.04%	42
2021 Q1	$274K	Buy	+2,814	New	+$271K	0.05%	42

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

Leith Wheeler Investment Counsel's VT Position: Q1 2026 in Review

Leith Wheeler Investment Counsel held its Vanguard Total World Stock ETF (VT) position steady in Q1 2026 at 2,590 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #77.

Leith Wheeler Investment Counsel first reported a position in VT in Q1 2021 and has held it in 21 quarters since. The position peaked at $365K in Q4 2025. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Leith Wheeler Investment Counsel held 2,590 shares of Vanguard Total World Stock ETF worth $358K as of Q1 2026.
Leith Wheeler Investment Counsel left its Vanguard Total World Stock ETF share count unchanged in Q1 2026.
Vanguard Total World Stock ETF made up 0.03% of Leith Wheeler Investment Counsel's portfolio in Q1 2026, its #77 holding.
Leith Wheeler Investment Counsel first reported a position in Vanguard Total World Stock ETF in Q1 2021 and has held it in 21 quarters since.
Leith Wheeler Investment Counsel's Vanguard Total World Stock ETF position peaked at $365K in Q4 2025.
1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.