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Ogorek Anthony Joseph’s Vanguard Total World Stock ETF VT Stock Holding History

Ogorek Anthony Joseph’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 		$40K Buy
+295
New +$42.4K 0.01% 189
2024
Q1 		– Sell
-5
Closed – – 300
2023
Q4 		$0 Hold
5
– – ﹤0.01% 299
2023
Q3 		$0 Buy
+5
New +$485 ﹤0.01% 282
2020
Q2 		– Sell
-1,217
Closed -$76K – 219
2020
Q1 		$76K Sell
1,217
-3
-0.2% -$226 0.04% 37
2019
Q4 		$98K Buy
1,220
+9
+0.7% +$700 0.05% 36
2019
Q3 		$90K Buy
1,211
+7
+0.6% +$523 0.05% 30
2019
Q2 		$90K Buy
1,204
+9
+0.8% +$667 0.06% 31
2019
Q1 		$87K Buy
1,195
+5
+0.4% +$355 0.06% 31
2018
Q4 		$77K Sell
1,190
-9,957
-89% -$697K 0.06% 29
2018
Q3 		$845K Sell
11,147
-3,188
-22% -$240K 0.62% 12
2018
Q2 		$1.05M Sell
14,335
-12,303
-46% -$918K 0.82% 11
2018
Q1 		$1.96M Sell
26,638
-50,424
-65% -$3.82M 1.7% 10
2017
Q4 		$5.72M Sell
77,062
-4,366
-5% -$317K 4.69% 7
2017
Q3 		$5.76M Buy
81,428
+3,140
+4% +$218K 5.62% 6
2017
Q2 		$5.29M Buy
78,288
+77,338
+8,141% +$5.17M 4.9% 7
2017
Q1 		$61K Buy
+950
New +$60.8K 0.06% 25
2015
Q4 		– Sell
-213,801
Closed -$11.8M – 72
2015
Q3 		$11.8M Buy
213,801
+3,061
+1% +$182K 9.66% 5
2015
Q2 		$13M Sell
210,740
-20,982
-9% -$1.33M 9.94% 5
2015
Q1 		$14.3M Sell
231,722
-493,843
-68% -$30.1M 9.81% 5
2014
Q4 		$43.6M Buy
+725,565
New +$43.6M 32.7% 1

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ogorek Anthony Joseph's VT Position: Q1 2026 in Review

Ogorek Anthony Joseph opened a new position in Vanguard Total World Stock ETF (VT) in Q1 2026: 295 shares worth $40K. The stake represents 0.01% of the portfolio and ranks #189 among its holdings. This is a return to the name: Ogorek Anthony Joseph previously reported a position in VT as recently as Q4 2023.

Ogorek Anthony Joseph first reported a position in VT in Q4 2014 and has held it in 20 quarters since. The position peaked at $43.6M in Q4 2014. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Ogorek Anthony Joseph held 295 shares of Vanguard Total World Stock ETF worth $40K as of Q1 2026.
  • Vanguard Total World Stock ETF was a new Ogorek Anthony Joseph position in Q1 2026.
  • Vanguard Total World Stock ETF made up 0.01% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #189 holding.
  • Ogorek Anthony Joseph first reported a position in Vanguard Total World Stock ETF in Q4 2014 and has held it in 20 quarters since.
  • Ogorek Anthony Joseph's Vanguard Total World Stock ETF position peaked at $43.6M in Q4 2014.
  • 1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.