Mutual Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Mutual 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	$4.57M	Buy	33,042 +1,944	+6%	+$280K	0.1%	206
2025 Q4	$4.39M	Buy	31,098 +3,114	+11%	+$435K	0.09%	211
2025 Q3	$3.9M	Buy	27,984 +1,374	+5%	+$183K	0.09%	226
2025 Q2	$3.51M	Buy	26,610 +18,325	+221%	+$2.19M	0.09%	218
2025 Q1	$959K	Sell	8,285 -881	-10%	-$105K	0.03%	455
2024 Q4	$1.09M	Buy	9,166 +1,185	+15%	+$142K	0.03%	453
2024 Q3	$949K	Sell	7,981 -1,563	-16%	-$180K	0.03%	495
2024 Q2	$1.08M	Buy	9,544 +1,950	+26%	+$215K	0.03%	464
2024 Q1	$839K	Buy	7,594 +2,109	+38%	+$223K	0.03%	533
2023 Q4	$564K	Buy	5,485 +997	+22%	+$95.9K	0.02%	623
2023 Q3	$418K	Buy	4,488 +424	+10%	+$41.2K	0.02%	669
2023 Q2	$394K	Sell	4,064 -735	-15%	-$68.9K	0.02%	718
2023 Q1	$442K	Sell	4,799 -7,938	-62%	-$719K	0.02%	662
2022 Q4	$1.1M	Buy	12,737 +8,826	+226%	+$754K	0.05%	384
2022 Q3	$309K	Buy	3,911 +252	+7%	+$22.1K	0.02%	706
2022 Q2	$312K	Sell	3,659 -109	-3%	-$10.1K	0.02%	658
2022 Q1	$382K	Sell	3,768 -2	-0.1%	-$203	0.02%	648
2021 Q4	$405K	Sell	3,770 -1,280	-25%	-$136K	0.02%	640
2021 Q3	$514K	Buy	5,050 +1,226	+32%	+$129K	0.03%	533
2021 Q2	$396K	Buy	3,824 +947	+33%	+$96.6K	0.02%	598
2021 Q1	$280K	Buy	2,877 +25	+0.9%	+$2.4K	0.02%	644
2020 Q4	$264K	Buy	2,852 +305	+12%	+$26.5K	0.02%	627
2020 Q3	$205K	Buy	+2,547	New	+$204K	0.02%	634

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mutual Advisors's VT Position: Q1 2026 in Review

Mutual Advisors increased its Vanguard Total World Stock ETF (VT) stake by 6.3% in Q1 2026, buying an estimated $280K and bringing the position to 33,042 shares worth $4.57M. The position accounts for 0.1% of the portfolio, ranked #206.

Mutual Advisors first reported a position in VT in Q3 2020 and has held it in 23 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Mutual Advisors held 33,042 shares of Vanguard Total World Stock ETF worth $4.57M as of Q1 2026.
Mutual Advisors bought 1,944 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $280K.
Vanguard Total World Stock ETF made up 0.1% of Mutual Advisors's portfolio in Q1 2026, its #206 holding.
Mutual Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2020 and has held it in 23 quarters since.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.