Moors & Cabot
VT icon

Moors & Cabot’s Vanguard Total World Stock ETF VT Stock Holding History

Moors & Cabot’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
Q3 		$441K Buy
2,797
+577
+26% +$91.5K 0.02% 612
2026
Q2 		$348K Sell
2,220
-600
-21% -$91.5K 0.01% 688
2026
Q1 		$390K Sell
2,820
-173
-6% -$24.9K 0.02% 620
2025
Q4 		$422K Buy
2,993
+618
+26% +$86.4K 0.02% 588
2025
Q3 		$327K Hold
2,375
– – 0.01% 645
2025
Q2 		$305K Hold
2,375
– – 0.01% 643
2025
Q1 		$275K Sell
2,375
-15
-0.6% -$1.8K 0.01% 666
2024
Q4 		$281K Hold
2,390
– – 0.01% 681
2024
Q3 		$286K Sell
2,390
-125
-5% -$14.4K 0.01% 673
2024
Q2 		$283K Buy
2,515
+10
+0.4% +$1.1K 0.02% 648
2024
Q1 		$277K Hold
2,505
– – 0.02% 701
2023
Q4 		$258K Buy
2,505
+275
+12% +$26.5K 0.02% 668
2023
Q3 		$208K Buy
2,230
+65
+3% +$6.31K 0.01% 736
2023
Q2 		$210K Buy
+2,165
New +$203K 0.01% 730
2022
Q2 		– Sell
-2,555
Closed -$259K – 924
2022
Q1 		$259K Buy
2,555
+265
+12% +$26.8K 0.02% 685
2021
Q4 		$246K Buy
2,290
+150
+7% +$15.9K 0.02% 705
2021
Q3 		$216K Buy
+2,140
New +$224K 0.01% 728
2015
Q3 		– Sell
-5,143
Closed -$317K – 538
2015
Q2 		$317K Hold
5,143
– – 0.05% 370
2015
Q1 		$317K Sell
5,143
-1,697
-25% -$104K 0.05% 367
2014
Q4 		$412K Sell
6,840
-3,655
-35% -$220K 0.07% 304
2014
Q3 		$634K Buy
10,495
+401
+4% +$24.9K 0.11% 210
2014
Q2 		$628K Buy
+10,094
New +$613K 0.11% 217

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Moors & Cabot's VT Position: Q3 2026 in Review

Moors & Cabot increased its Vanguard Total World Stock ETF (VT) stake by 26% in Q3 2026, buying an estimated $91.5K and bringing the position to 2,797 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #612.

Moors & Cabot first reported a position in VT in Q2 2014 and has held it in 22 quarters since. The position peaked at $634K in Q3 2014. 816 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Moors & Cabot held 2,797 shares of Vanguard Total World Stock ETF worth $441K as of Q3 2026.
  • Moors & Cabot bought 577 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $91.5K.
  • Vanguard Total World Stock ETF made up 0.02% of Moors & Cabot's portfolio in Q3 2026, its #612 holding.
  • Moors & Cabot first reported a position in Vanguard Total World Stock ETF in Q2 2014 and has held it in 22 quarters since.
  • Moors & Cabot's Vanguard Total World Stock ETF position peaked at $634K in Q3 2014.
  • 816 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.