Newton One Investments’s Vanguard Total World Stock ETF VT Stock Holding History

Newton One Investments’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	$1M	Sell	7,261 -1,177	-14%	-$169K	0.27%	20
2025 Q4	$1.19M	Hold	8,438	–	–	0.35%	20
2025 Q3	$1.16M	Sell	8,438 -350	-4%	-$46.5K	0.34%	20
2025 Q2	$1.13M	Sell	8,788 -3,310	-27%	-$396K	0.36%	21
2025 Q1	$1.4M	Sell	12,098 -25,457	-68%	-$3.05M	0.5%	21
2024 Q4	$4.41M	Sell	37,555 -26,145	-41%	-$3.14M	1.7%	14
2024 Q3	$7.62M	Sell	63,700 -16,868	-21%	-$1.94M	3.06%	10
2024 Q2	$9.07M	Sell	80,568 -384	-0.5%	-$42.3K	3.91%	9
2024 Q1	$8.95M	Sell	80,952 -15	-0%	-$1.59K	3.93%	9
2023 Q4	$8.33M	Buy	80,967 +597	+0.7%	+$57.5K	3.83%	9
2023 Q3	$7.49M	Sell	80,370 -2,027	-2%	-$197K	4.46%	8
2023 Q2	$7.99M	Sell	82,397 -149	-0.2%	-$14K	4.58%	8
2023 Q1	$7.6M	Sell	82,546 -2,165	-3%	-$196K	4.57%	8
2022 Q4	$7.3M	Buy	84,711 +2,020	+2%	+$173K	4.71%	8
2022 Q3	$6.52M	Buy	82,691 +952	+1%	+$83.7K	4.64%	8
2022 Q2	$6.98M	Buy	81,739 +2,613	+3%	+$242K	5.19%	7
2022 Q1	$8.02M	Buy	79,126 +1,080	+1%	+$109K	5.84%	6
2021 Q4	$8.38M	Buy	78,046 +574	+0.7%	+$61K	5.92%	6
2021 Q3	$7.89M	Sell	77,472 -28,122	-27%	-$2.95M	5.88%	6
2021 Q2	$10.9M	Sell	105,594 -2,053	-2%	-$209K	8.68%	4
2021 Q1	$10.5M	Buy	107,647 +34,840	+48%	+$3.35M	9.31%	4
2020 Q4	$6.74M	Buy	+72,807	New	+$6.32M	6.63%	6

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

Newton One Investments's VT Position: Q1 2026 in Review

Newton One Investments reduced its Vanguard Total World Stock ETF (VT) stake by 14% in Q1 2026, selling an estimated $169K and leaving 7,261 shares worth $1M. The position accounts for 0.27% of the portfolio, ranked #20.

Newton One Investments first reported a position in VT in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.9M in Q2 2021. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Newton One Investments held 7,261 shares of Vanguard Total World Stock ETF worth $1M as of Q1 2026.
Newton One Investments sold 1,177 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $169K.
Vanguard Total World Stock ETF made up 0.27% of Newton One Investments's portfolio in Q1 2026, its #20 holding.
Newton One Investments first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 22 quarters since.
Newton One Investments's Vanguard Total World Stock ETF position peaked at $10.9M in Q2 2021.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Newton One Investments's 13F filing for Q1 2026, filed 24 Apr 2026.