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Orcam Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History

Orcam Financial Group’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 		$12.9M Buy
93,013
+985
+1% +$142K 9.13% 2
2025
Q4 		$13M Buy
92,028
+954
+1% +$133K 9.73% 2
2025
Q3 		$12.5M Sell
91,074
-23
-0% -$3.06K 10.13% 2
2025
Q2 		$11.7M Buy
91,097
+1,124
+1% +$134K 10.17% 2
2025
Q1 		$10.4M Buy
89,973
+407
+0.5% +$48.7K 9.77% 2
2024
Q4 		$10.5M Buy
89,566
+3,225
+4% +$387K 10.18% 2
2024
Q3 		$10.3M Buy
86,341
+948
+1% +$109K 10.01% 2
2024
Q2 		$9.62M Buy
85,393
+182
+0.2% +$20.1K 10.32% 2
2024
Q1 		$9.42M Buy
85,211
+379
+0.4% +$40.1K 10.31% 2
2023
Q4 		$8.73M Buy
84,832
+1,480
+2% +$142K 10.67% 2
2023
Q3 		$7.77M Buy
83,352
+3,167
+4% +$307K 10.45% 2
2023
Q2 		$7.78M Sell
80,185
-914
-1% -$85.7K 10.71% 2
2023
Q1 		$7.47M Buy
81,099
+876
+1% +$79.3K 10.36% 2
2022
Q4 		$6.91M Buy
80,223
+59
+0.1% +$5.04K 10.62% 2
2022
Q3 		$6.32M Sell
80,164
-85
-0.1% -$7.47K 10.73% 2
2022
Q2 		$6.85M Sell
80,249
-396
-0.5% -$36.6K 10.98% 2
2022
Q1 		$8.17M Buy
80,645
+7,575
+10% +$767K 11.65% 2
2021
Q4 		$7.85M Buy
+73,070
New +$7.76M 10.75% 2

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

Orcam Financial Group's VT Position: Q1 2026 in Review

Orcam Financial Group increased its Vanguard Total World Stock ETF (VT) stake by 1.1% in Q1 2026, buying an estimated $142K and bringing the position to 93,013 shares worth $12.9M. The position accounts for 9.13% of the portfolio, ranked #2.

Orcam Financial Group first reported a position in VT in Q4 2021 and has held it in 18 quarters since. The position peaked at $13M in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Orcam Financial Group held 93,013 shares of Vanguard Total World Stock ETF worth $12.9M as of Q1 2026.
  • Orcam Financial Group bought 985 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $142K.
  • Vanguard Total World Stock ETF made up 9.13% of Orcam Financial Group's portfolio in Q1 2026, its #2 holding.
  • Orcam Financial Group first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 18 quarters since.
  • Orcam Financial Group's Vanguard Total World Stock ETF position peaked at $13M in Q4 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Orcam Financial Group's 13F filing for Q1 2026, filed 12 May 2026.