&Partners’s Vanguard Total World Stock ETF VT Stock Holding History

&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 Q2	$36.7M	Buy	233,927 +21,631	+10%	+$3.3M	0.15%	128
2026 Q1	$29.4M	Buy	212,296 +34,262	+19%	+$4.93M	0.15%	129
2025 Q4	$25.1M	Buy	178,034 +95,360	+115%	+$13.3M	0.13%	146
2025 Q3	$11.4M	Buy	82,674 +36,773	+80%	+$4.89M	0.07%	244
2025 Q2	$5.94M	Buy	45,901 +10,378	+29%	+$1.24M	0.05%	329
2025 Q1	$4.14M	Buy	35,523 +28,502	+406%	+$3.41M	0.04%	334
2024 Q4	$843K	Buy	7,021 +2,954	+73%	+$355K	0.01%	846
2024 Q3	$487K	Buy	4,067 +1,068	+36%	+$123K	0.01%	885
2024 Q2	$338K	Buy	+2,999	New	+$331K	0.01%	675

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

&Partners's VT Position: Q2 2026 in Review

&Partners increased its Vanguard Total World Stock ETF (VT) stake by 10% in Q2 2026, buying an estimated $3.3M and bringing the position to 233,927 shares worth $36.7M. The position accounts for 0.15% of the portfolio, ranked #128.

&Partners first reported a position in VT in Q2 2024 and has held it in 9 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

&Partners held 233,927 shares of Vanguard Total World Stock ETF worth $36.7M as of Q2 2026.
&Partners bought 21,631 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $3.3M.
Vanguard Total World Stock ETF made up 0.15% of &Partners's portfolio in Q2 2026, its #128 holding.
&Partners first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 9 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.