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Montis Financial’s Vanguard Total World Stock ETF VT Stock Holding History

Montis Financial’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 		$1.68M Sell
12,140
-65
-0.5% -$9.35K 0.35% 45
2025
Q4 		$1.72M Sell
12,205
-395
-3% -$55.2K 0.34% 44
2025
Q3 		$1.74M Buy
+12,600
New +$1.67M 0.4% 45

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

Montis Financial's VT Position: Q1 2026 in Review

Montis Financial reduced its Vanguard Total World Stock ETF (VT) stake by 0.53% in Q1 2026, selling an estimated $9.35K and leaving 12,140 shares worth $1.68M. The position accounts for 0.35% of the portfolio, ranked #45.

Montis Financial first reported a position in VT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.74M in Q3 2025. 1,230 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Montis Financial held 12,140 shares of Vanguard Total World Stock ETF worth $1.68M as of Q1 2026.
  • Montis Financial sold 65 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $9.35K.
  • Vanguard Total World Stock ETF made up 0.35% of Montis Financial's portfolio in Q1 2026, its #45 holding.
  • Montis Financial first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 3 quarters since.
  • Montis Financial's Vanguard Total World Stock ETF position peaked at $1.74M in Q3 2025.
  • 1,230 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.