MASECO Private Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

MASECO Private Wealth’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	$274K	Buy	1,980 +1,924	+3,436%	+$277K	0.01%	96
2025 Q4	$7.88K	Buy	+56	New	+$7.83K	﹤0.01%	370
2025 Q3	–	Sell	-55	Closed	-$7.1K	–	514
2025 Q2	$7.1K	Buy	+55	New	+$6.58K	﹤0.01%	367

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

MASECO Private Wealth's VT Position: Q1 2026 in Review

MASECO Private Wealth increased its Vanguard Total World Stock ETF (VT) stake by 3,436% in Q1 2026, buying an estimated $277K and bringing the position to 1,980 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #96.

MASECO Private Wealth first reported a position in VT in Q2 2025 and has held it in 3 quarters since. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

MASECO Private Wealth held 1,980 shares of Vanguard Total World Stock ETF worth $274K as of Q1 2026.
MASECO Private Wealth bought 1,924 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $277K.
Vanguard Total World Stock ETF made up 0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #96 holding.
MASECO Private Wealth first reported a position in Vanguard Total World Stock ETF in Q2 2025 and has held it in 3 quarters since.
1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.