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M Holdings Securities’s Vanguard Total World Stock ETF VT Stock Holding History

M Holdings Securities’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 		$1.64M Buy
11,841
+49
+0.4% +$7.05K 0.11% 152
2025
Q4 		$1.66M Buy
11,792
+400
+4% +$55.9K 0.12% 143
2025
Q3 		$1.57M Buy
+11,392
New +$1.51M 0.33% 42

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M Holdings Securities's VT Position: Q1 2026 in Review

M Holdings Securities increased its Vanguard Total World Stock ETF (VT) stake by 0.42% in Q1 2026, buying an estimated $7.05K and bringing the position to 11,841 shares worth $1.64M. The position accounts for 0.11% of the portfolio, ranked #152.

M Holdings Securities first reported a position in VT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.66M in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • M Holdings Securities held 11,841 shares of Vanguard Total World Stock ETF worth $1.64M as of Q1 2026.
  • M Holdings Securities bought 49 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $7.05K.
  • Vanguard Total World Stock ETF made up 0.11% of M Holdings Securities's portfolio in Q1 2026, its #152 holding.
  • M Holdings Securities first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 3 quarters since.
  • M Holdings Securities's Vanguard Total World Stock ETF position peaked at $1.66M in Q4 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.