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Moneta Group Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Moneta Group Investment 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 		$21.4M Sell
155,026
-275
-0.2% -$39.6K 0.16% 71
2025
Q4 		$21.9M Sell
155,301
-2,241
-1% -$313K 0.17% 66
2025
Q3 		$21.7M Sell
157,542
-2,633
-2% -$350K 0.17% 65
2025
Q2 		$20.6M Buy
160,175
+2,315
+1% +$277K 0.25% 61
2025
Q1 		$18.3M Buy
157,860
+2,803
+2% +$335K 0.25% 62
2024
Q4 		$18.2M Buy
155,057
+3,152
+2% +$378K 0.26% 61
2024
Q3 		$18.2M Sell
151,905
-916
-0.6% -$105K 0.26% 58
2024
Q2 		$17.2M Buy
152,821
+27,831
+22% +$3.07M 0.27% 59
2024
Q1 		$13.8M Buy
124,990
+14,236
+13% +$1.51M 0.23% 69
2023
Q4 		$11.4M Sell
110,754
-629
-0.6% -$60.5K 0.23% 67
2023
Q3 		$10.4M Sell
111,383
-21,422
-16% -$2.08M 0.24% 67
2023
Q2 		$12.9M Sell
132,805
-35,500
-21% -$3.33M 0.29% 57
2023
Q1 		$15.5M Sell
168,305
-44,477
-21% -$4.03M 0.37% 50
2022
Q4 		$19.7M Buy
212,782
+175,865
+476% +$15M 0.54% 40
2022
Q3 		$2.91M Buy
36,917
+34,903
+1,733% +$3.07M 0.11% 116
2022
Q2 		$3.44M Sell
2,014
-16,152
-89% -$1.49M 0.12% 110
2022
Q1 		$1.84M Buy
18,166
+17,275
+1,939% +$1.75M 0.07% 140
2021
Q4 		$1.97M Sell
891
-16,049
-95% -$1.71M 0.08% 134
2021
Q3 		$1.73M Buy
16,940
+542
+3% +$56.8K 0.08% 138
2021
Q2 		$1.7M Buy
16,398
+847
+5% +$86.4K 0.08% 150
2021
Q1 		$1.51M Sell
15,551
-14
-0.1% -$1.35K 0.08% 144
2020
Q4 		$1.44M Buy
15,565
+634
+4% +$55K 0.1% 123
2020
Q3 		$1.2M Buy
14,931
+198
+1% +$15.9K 0.1% 111
2020
Q2 		$1.1M Buy
14,733
+274
+2% +$19.3K 0.1% 106
2020
Q1 		$908K Sell
14,459
-629
-4% -$47.4K 0.09% 115
2019
Q4 		$1.22M Sell
15,088
-1,793
-11% -$139K 0.1% 107
2019
Q3 		$1.26M Sell
16,881
-2,597
-13% -$194K 0.12% 107
2019
Q2 		$1.46M Sell
19,478
-1,965
-9% -$146K 0.14% 94
2019
Q1 		$1.57M Sell
21,443
-2,786
-11% -$198K 0.16% 83
2018
Q4 		$1.59M Sell
24,229
-294
-1% -$20.6K 0.19% 84
2018
Q3 		$1.86M Buy
24,523
+12,146
+98% +$914K 0.19% 77
2018
Q2 		$908K Buy
12,377
+1,309
+12% +$97.6K 0.1% 121
2018
Q1 		$815K Buy
11,068
+11,033
+31,523% +$836K 0.11% 89
2017
Q4 		$3K Buy
+35
New +$2.54K ﹤0.01% 393
2015
Q4 		– Sell
-59
Closed -$3K – 410
2015
Q3 		$3K Buy
+59
New +$3.5K ﹤0.01% 500

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

Moneta Group Investment Advisors's VT Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 0.18% in Q1 2026, selling an estimated $39.6K and leaving 155,026 shares worth $21.4M. The position accounts for 0.16% of the portfolio, ranked #71.

Moneta Group Investment Advisors first reported a position in VT in Q3 2015 and has held it in 35 quarters since. The position peaked at $21.9M in Q4 2025. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Moneta Group Investment Advisors held 155,026 shares of Vanguard Total World Stock ETF worth $21.4M as of Q1 2026.
  • Moneta Group Investment Advisors sold 275 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $39.6K.
  • Vanguard Total World Stock ETF made up 0.16% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #71 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2015 and has held it in 35 quarters since.
  • Moneta Group Investment Advisors's Vanguard Total World Stock ETF position peaked at $21.9M in Q4 2025.
  • 1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.