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 Q2	$1.08M	Sell	6,904 -357	-5%	-$54.5K	0.27%	21
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 $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Newton One Investments's VT Position: Q2 2026 in Review

Newton One Investments reduced its Vanguard Total World Stock ETF (VT) stake by 4.9% in Q2 2026, selling an estimated $54.5K and leaving 6,904 shares worth $1.08M. The position accounts for 0.27% of the portfolio, ranked #21.

Newton One Investments first reported a position in VT in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.9M in Q2 2021. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Newton One Investments held 6,904 shares of Vanguard Total World Stock ETF worth $1.08M as of Q2 2026.
Newton One Investments sold 357 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $54.5K.
Vanguard Total World Stock ETF made up 0.27% of Newton One Investments's portfolio in Q2 2026, its #21 holding.
Newton One Investments first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 23 quarters since.
Newton One Investments's Vanguard Total World Stock ETF position peaked at $10.9M in Q2 2021.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.