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Means Investment Company’s Vanguard Total World Stock ETF VT Stock Holding History

Means Investment Company’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 		$976K Sell
7,055
-32
-0.5% -$4.6K 0.09% 87
2025
Q4 		$1,000K Sell
7,087
-142
-2% -$19.8K 0.08% 87
2025
Q3 		$996K Sell
7,229
-801
-10% -$106K 0.09% 91
2025
Q2 		$1.03M Sell
8,030
-572
-7% -$68.4K 0.1% 89
2025
Q1 		$997K Sell
8,602
-6,111
-42% -$731K 0.11% 86
2024
Q4 		$1.73M Sell
14,713
-298
-2% -$35.8K 0.18% 67
2024
Q3 		$1.8M Sell
15,011
-312
-2% -$35.9K 0.2% 66
2024
Q2 		$1.73M Sell
15,323
-1,858
-11% -$205K 0.21% 61
2024
Q1 		$1.9M Sell
17,181
-3,094
-15% -$327K 0.25% 63
2023
Q4 		$2.09M Sell
20,275
-3,932
-16% -$378K 0.3% 58
2023
Q3 		$2.26M Sell
24,207
-4,104
-14% -$398K 0.37% 51
2023
Q2 		$2.75M Sell
28,311
-5,707
-17% -$535K 0.43% 45
2023
Q1 		$3.13M Sell
34,018
-3,482
-9% -$315K 0.55% 43
2022
Q4 		$3.23M Buy
37,500
+222
+0.6% +$19K 0.65% 36
2022
Q3 		$2.94M Buy
37,278
+16,417
+79% +$1.44M 0.64% 34
2022
Q2 		$1.78M Buy
20,861
+13,181
+172% +$1.22M 0.38% 57
2022
Q1 		$778K Buy
+7,680
New +$778K 0.14% 92

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

Means Investment Company's VT Position: Q1 2026 in Review

Means Investment Company reduced its Vanguard Total World Stock ETF (VT) stake by 0.45% in Q1 2026, selling an estimated $4.6K and leaving 7,055 shares worth $976K. The position accounts for 0.09% of the portfolio, ranked #87.

Means Investment Company first reported a position in VT in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.23M in Q4 2022. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Means Investment Company held 7,055 shares of Vanguard Total World Stock ETF worth $976K as of Q1 2026.
  • Means Investment Company sold 32 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $4.6K.
  • Vanguard Total World Stock ETF made up 0.09% of Means Investment Company's portfolio in Q1 2026, its #87 holding.
  • Means Investment Company first reported a position in Vanguard Total World Stock ETF in Q1 2022 and has held it in 17 quarters since.
  • Means Investment Company's Vanguard Total World Stock ETF position peaked at $3.23M in Q4 2022.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.