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NewEdge Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

NewEdge Wealth’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 		$13.3M Buy
95,910
+5,914
+7% +$851K 0.16% 107
2025
Q4 		$12.7M Sell
89,996
-6,619
-7% -$925K 0.14% 119
2025
Q3 		$13.5M Sell
96,615
-3,555
-4% -$472K 0.19% 100
2025
Q2 		$13.1M Sell
100,170
-939
-0.9% -$112K 0.21% 101
2025
Q1 		$11.7M Sell
101,109
-77,356
-43% -$9.26M 0.21% 99
2024
Q4 		$21M Buy
178,465
+22,057
+14% +$2.65M 0.36% 73
2024
Q3 		$18.7M Sell
156,408
-2,027
-1% -$233K 0.34% 76
2024
Q2 		$17.8M Sell
158,435
-323
-0.2% -$35.6K 0.39% 71
2024
Q1 		$17.1M Buy
158,758
+3,212
+2% +$340K 0.38% 71
2023
Q4 		$16M Buy
155,546
+10,240
+7% +$985K 0.41% 70
2023
Q3 		$13.5M Buy
145,306
+6,477
+5% +$629K 0.43% 67
2023
Q2 		$13.5M Sell
138,829
-413
-0.3% -$38.7K 0.45% 64
2023
Q1 		$12.8M Sell
139,242
-14,932
-10% -$1.35M 0.49% 58
2022
Q4 		$13.3M Sell
154,174
-4,491
-3% -$384K 0.57% 50
2022
Q3 		$12.5M Sell
158,665
-57
-0% -$5.01K 0.59% 49
2022
Q2 		$13.5M Buy
158,722
+35,210
+29% +$3.26M 0.62% 40
2022
Q1 		$12.5M Buy
123,512
+10,128
+9% +$1.03M 0.56% 43
2021
Q4 		$12.2M Buy
+113,384
New +$12M 0.51% 41

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

NewEdge Wealth's VT Position: Q1 2026 in Review

NewEdge Wealth increased its Vanguard Total World Stock ETF (VT) stake by 6.6% in Q1 2026, buying an estimated $851K and bringing the position to 95,910 shares worth $13.3M. The position accounts for 0.16% of the portfolio, ranked #107.

NewEdge Wealth first reported a position in VT in Q4 2021 and has held it in 18 quarters since. The position peaked at $21M in Q4 2024. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • NewEdge Wealth held 95,910 shares of Vanguard Total World Stock ETF worth $13.3M as of Q1 2026.
  • NewEdge Wealth bought 5,914 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $851K.
  • Vanguard Total World Stock ETF made up 0.16% of NewEdge Wealth's portfolio in Q1 2026, its #107 holding.
  • NewEdge Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Wealth's Vanguard Total World Stock ETF position peaked at $21M in Q4 2024.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.