Oak Harbor Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Oak Harbor Wealth Partners’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	$29K	Buy	210 +2	+1%	+$288	0.01%	239
2025 Q4	$29.3K	Buy	208 +11	+6%	+$1.54K	0.01%	232
2025 Q3	$27.1K	Buy	197 +11	+6%	+$1.46K	0.01%	226
2025 Q2	$23.9K	Buy	186 +13	+8%	+$1.55K	0.01%	222
2025 Q1	$20.1K	Buy	173 +12	+7%	+$1.44K	0.01%	232
2024 Q4	$18.9K	Buy	161 +13	+9%	+$1.56K	0.01%	209
2024 Q3	$17.7K	Buy	148 +13	+10%	+$1.5K	0.01%	203
2024 Q2	$15.2K	Buy	135 +16	+13%	+$1.76K	﹤0.01%	203
2024 Q1	$13.2K	Buy	119 +12	+11%	+$1.27K	﹤0.01%	210
2023 Q4	$11K	Buy	107 +9	+9%	+$866	﹤0.01%	210
2023 Q3	$9.13K	Buy	98 +14	+17%	+$1.36K	﹤0.01%	213
2023 Q2	$8.15K	Buy	84 +13	+18%	+$1.22K	﹤0.01%	226
2023 Q1	$6.54K	Buy	71 +15	+27%	+$1.36K	﹤0.01%	217
2022 Q4	$4.83K	Buy	56 +14	+33%	+$1.2K	﹤0.01%	215
2022 Q3	$3K	Buy	42 +37	+740%	+$3.25K	﹤0.01%	211
2022 Q2	$0	Hold	5	–	–	﹤0.01%	234
2022 Q1	$1K	Buy	+5	New	+$506	﹤0.01%	230

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

Oak Harbor Wealth Partners's VT Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Vanguard Total World Stock ETF (VT) stake by 0.96% in Q1 2026, buying an estimated $288 and bringing the position to 210 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #239.

Oak Harbor Wealth Partners first reported a position in VT in Q1 2022 and has held it in 17 quarters since. The position peaked at $29.3K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Oak Harbor Wealth Partners held 210 shares of Vanguard Total World Stock ETF worth $29K as of Q1 2026.
Oak Harbor Wealth Partners bought 2 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $288.
Vanguard Total World Stock ETF made up 0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #239 holding.
Oak Harbor Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q1 2022 and has held it in 17 quarters since.
Oak Harbor Wealth Partners's Vanguard Total World Stock ETF position peaked at $29.3K in Q4 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.