Norris Perne & French’s Vanguard Total World Stock ETF VT Stock Holding History

Norris Perne & French’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	–	Sell	-2,195	Closed	-$310K	–	172
2025 Q4	$310K	Hold	2,195	–	–	0.02%	127
2025 Q3	$302K	Hold	2,195	–	–	0.02%	128
2025 Q2	$282K	Hold	2,195	–	–	0.02%	124
2025 Q1	$255K	Sell	2,195 -1,000	-31%	-$120K	0.02%	130
2024 Q4	$375K	Hold	3,195	–	–	0.03%	106
2024 Q3	$382K	Hold	3,195	–	–	0.03%	110
2024 Q2	$360K	Hold	3,195	–	–	0.03%	109
2024 Q1	$353K	Hold	3,195	–	–	0.03%	111
2023 Q4	$329K	Hold	3,195	–	–	0.03%	110
2023 Q3	$298K	Hold	3,195	–	–	0.03%	111
2023 Q2	$310K	Hold	3,195	–	–	0.03%	108
2023 Q1	$294K	Sell	3,195 -205	-6%	-$18.6K	0.03%	104
2022 Q4	$293K	Hold	3,400	–	–	0.03%	111
2022 Q3	$268K	Sell	3,400 -50	-1%	-$4.39K	0.03%	112
2022 Q2	$294K	Sell	3,450 -500	-13%	-$46.2K	0.03%	109
2022 Q1	$400K	Sell	3,950 -1,600	-29%	-$162K	0.03%	105
2021 Q4	$596K	Hold	5,550	–	–	0.05%	86
2021 Q3	$565K	Sell	5,550 -900	-14%	-$94.3K	0.05%	91
2021 Q2	$668K	Hold	6,450	–	–	0.06%	86
2021 Q1	$628K	Buy	+6,450	New	+$620K	0.06%	81

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 $424B AUM 22.96% 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

Norris Perne & French's VT Position: Q1 2026 in Review

Norris Perne & French sold out of Vanguard Total World Stock ETF (VT) in Q1 2026, closing a stake of 2,195 shares — an estimated $310K sold.

Norris Perne & French first reported a position in VT in Q1 2021 and held it in 20 quarters. The position peaked at $668K in Q2 2021. 1,232 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Norris Perne & French reported no remaining Vanguard Total World Stock ETF position as of Q1 2026 after selling out during the quarter.
Norris Perne & French sold 2,195 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $310K.
Norris Perne & French first reported a position in Vanguard Total World Stock ETF in Q1 2021 and held it in 20 quarters.
Norris Perne & French's Vanguard Total World Stock ETF position peaked at $668K in Q2 2021.
1,232 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Norris Perne & French's 13F filing for Q1 2026, filed 22 Apr 2026.