Leo Wealth LLC’s Vanguard Total World Stock ETF VT Stock Holding History

Leo Wealth LLC’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	$1.36M	Buy	9,821 +197	+2%	+$28.3K	0.1%	156
2025 Q4	$1.36M	Sell	9,624 -96	-1%	-$13.4K	0.1%	155
2025 Q3	$1.34M	Sell	9,720 -6,469	-40%	-$860K	0.17%	107
2025 Q2	$2.08M	Buy	16,189 +1,805	+13%	+$216K	0.16%	113
2025 Q1	$1.67M	Sell	14,384 -468	-3%	-$56K	0.24%	82
2024 Q4	$1.74M	Buy	14,852 +145	+1%	+$17.4K	0.16%	112
2024 Q3	$1.76M	Sell	14,707 -629	-4%	-$72.3K	0.16%	102
2024 Q2	$1.73M	Buy	15,336 +85	+0.6%	+$9.37K	0.18%	103
2024 Q1	$1.69M	Buy	15,251 +956	+7%	+$101K	0.17%	103
2023 Q4	$1.47M	Buy	+14,295	New	+$1.38M	0.15%	111

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Leo Wealth LLC's VT Position: Q1 2026 in Review

Leo Wealth LLC increased its Vanguard Total World Stock ETF (VT) stake by 2% in Q1 2026, buying an estimated $28.3K and bringing the position to 9,821 shares worth $1.36M. The position accounts for 0.1% of the portfolio, ranked #156.

Leo Wealth LLC first reported a position in VT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.08M in Q2 2025. 1,236 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Leo Wealth LLC held 9,821 shares of Vanguard Total World Stock ETF worth $1.36M as of Q1 2026.
Leo Wealth LLC bought 197 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $28.3K.
Vanguard Total World Stock ETF made up 0.1% of Leo Wealth LLC's portfolio in Q1 2026, its #156 holding.
Leo Wealth LLC first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's Vanguard Total World Stock ETF position peaked at $2.08M in Q2 2025.
1,236 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.