Objective Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

Objective Capital Management’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	$242K	Hold	1,752	–	–	0.24%	83
2025 Q4	$247K	Buy	1,752 +2	+0.1%	+$280	0.25%	75
2025 Q3	$241K	Buy	1,750 +1	+0.1%	+$133	0.25%	80
2025 Q2	$225K	Buy	+1,749	New	+$209K	0.25%	79
2025 Q1	–	Sell	-2,871	Closed	-$337K	–	137
2024 Q4	$337K	Hold	2,871	–	–	0.23%	97
2024 Q3	$344K	Buy	+2,871	New	+$330K	0.2%	107
2024 Q1	$504K	Hold	4,562	–	–	0.34%	65
2023 Q4	$469K	Hold	4,562	–	–	0.36%	62
2023 Q3	$425K	Hold	4,562	–	–	0.38%	59
2023 Q2	$442K	Hold	4,562	–	–	0.39%	60
2023 Q1	$420K	Buy	4,562 +9	+0.2%	+$815	0.38%	58
2022 Q4	$392K	Hold	4,553	–	–	0.39%	59
2022 Q3	$359K	Sell	4,553 -53	-1%	-$4.66K	0.38%	59
2022 Q2	$393K	Sell	4,606 -231	-5%	-$21.4K	0.4%	61
2022 Q1	$490K	Hold	4,837	–	–	0.38%	62
2021 Q4	$520K	Buy	+4,837	New	+$514K	0.37%	58

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

Objective Capital Management's VT Position: Q1 2026 in Review

Objective Capital Management held its Vanguard Total World Stock ETF (VT) position steady in Q1 2026 at 1,752 shares worth $242K. The position accounts for 0.24% of the portfolio, ranked #83.

Objective Capital Management first reported a position in VT in Q4 2021 and has held it in 16 quarters since. The position peaked at $520K in Q4 2021. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Objective Capital Management held 1,752 shares of Vanguard Total World Stock ETF worth $242K as of Q1 2026.
Objective Capital Management left its Vanguard Total World Stock ETF share count unchanged in Q1 2026.
Vanguard Total World Stock ETF made up 0.24% of Objective Capital Management's portfolio in Q1 2026, its #83 holding.
Objective Capital Management first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 16 quarters since.
Objective Capital Management's Vanguard Total World Stock ETF position peaked at $520K in Q4 2021.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.