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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
Q2 		$1.08M Sell
6,870
-185
-3% -$28.2K 0.08% 84
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 $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Means Investment Company's VT Position: Q2 2026 in Review

Means Investment Company reduced its Vanguard Total World Stock ETF (VT) stake by 2.6% in Q2 2026, selling an estimated $28.2K and leaving 6,870 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #84.

Means Investment Company first reported a position in VT in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.23M in Q4 2022. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Means Investment Company held 6,870 shares of Vanguard Total World Stock ETF worth $1.08M as of Q2 2026.
  • Means Investment Company sold 185 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $28.2K.
  • Vanguard Total World Stock ETF made up 0.08% of Means Investment Company's portfolio in Q2 2026, its #84 holding.
  • Means Investment Company first reported a position in Vanguard Total World Stock ETF in Q1 2022 and has held it in 18 quarters since.
  • Means Investment Company's Vanguard Total World Stock ETF position peaked at $3.23M in Q4 2022.
  • 1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.