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Morling Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Morling Financial 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 		$27.9K Buy
201
+4
+2% +$575 0.01% 94
2025
Q4 		$27.8K Sell
197
-32
-14% -$4.47K 0.01% 90
2025
Q3 		$31.6K Hold
229
– – 0.01% 89
2025
Q2 		$29.4K Buy
+229
New +$27.4K 0.01% 86
2025
Q1 		– Sell
-40
Closed -$4.7K – 134
2024
Q4 		$4.7K Buy
+40
New +$4.8K ﹤0.01% 116
2024
Q1 		– Sell
-15
Closed -$1.54K – 110
2023
Q4 		$1.54K Buy
+15
New +$1.44K ﹤0.01% 80

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

Morling Financial Advisors's VT Position: Q1 2026 in Review

Morling Financial Advisors increased its Vanguard Total World Stock ETF (VT) stake by 2% in Q1 2026, buying an estimated $575 and bringing the position to 201 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #94.

Morling Financial Advisors first reported a position in VT in Q4 2023 and has held it in 6 quarters since. The position peaked at $31.6K in Q3 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Morling Financial Advisors held 201 shares of Vanguard Total World Stock ETF worth $27.9K as of Q1 2026.
  • Morling Financial Advisors bought 4 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $575.
  • Vanguard Total World Stock ETF made up 0.01% of Morling Financial Advisors's portfolio in Q1 2026, its #94 holding.
  • Morling Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 6 quarters since.
  • Morling Financial Advisors's Vanguard Total World Stock ETF position peaked at $31.6K in Q3 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.