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Medallion Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Medallion Wealth Advisors’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 		$54.8K Sell
396
-195
-33% -$28K 0.02% 460
2025
Q4 		$83.4K Sell
591
-250
-30% -$34.9K 0.03% 380
2025
Q3 		$116K Buy
841
+86
+11% +$11.4K 0.04% 332
2025
Q2 		$97K Buy
755
+96
+15% +$11.5K 0.04% 355
2025
Q1 		$76.7K Buy
659
+235
+55% +$28.1K 0.03% 351
2024
Q4 		$49.8K Buy
+424
New +$50.9K 0.02% 406

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

Medallion Wealth Advisors's VT Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 33% in Q1 2026, selling an estimated $28K and leaving 396 shares worth $54.8K. The position accounts for 0.02% of the portfolio, ranked #460.

Medallion Wealth Advisors first reported a position in VT in Q4 2024 and has held it in 6 quarters since. The position peaked at $116K in Q3 2025. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Medallion Wealth Advisors held 396 shares of Vanguard Total World Stock ETF worth $54.8K as of Q1 2026.
  • Medallion Wealth Advisors sold 195 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $28K.
  • Vanguard Total World Stock ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #460 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Vanguard Total World Stock ETF position peaked at $116K in Q3 2025.
  • 1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.