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

Permanent 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 Q3	$253M	Buy	1,599,642 +439,197	+38%	+$69.7M	7.78%	2
2026 Q2	$182M	Buy	1,160,445 +517,052	+80%	+$78.9M	24.39%	1
2026 Q1	$97.3M	Buy	643,393 +629,048	+4,385%	+$90.5M	15.13%	2
2025 Q4	$2.02M	Hold	14,345	–	–	0.39%	30
2025 Q3	$1.98M	Buy	+14,345	New	+$1.91M	0.37%	32
2024 Q2	$1.84M	Buy	+14,345	New	+$1.58M	0.39%	28

Other funds holding VT

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Permanent Capital Management's VT Position: Q3 2026 in Review

Permanent Capital Management increased its Vanguard Total World Stock ETF (VT) stake by 38% in Q3 2026, buying an estimated $69.7M and bringing the position to 1,599,642 shares worth $253M. The position accounts for 7.78% of the portfolio, ranked #2.

Permanent Capital Management first reported a position in VT in Q2 2024 and has held it in 6 quarters since. 1,048 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Permanent Capital Management held 1,599,642 shares of Vanguard Total World Stock ETF worth $253M as of Q3 2026.
Permanent Capital Management bought 439,197 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $69.7M.
Vanguard Total World Stock ETF made up 7.78% of Permanent Capital Management's portfolio in Q3 2026, its #2 holding.
Permanent Capital Management first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 6 quarters since.
1,048 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Permanent Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.