Petix & Botte Financial’s Vanguard Total World Stock ETF VT Stock Holding History

Petix & Botte Financial’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	$285K	Sell	1,031 -1,031	-50%	-$148K	0.06%	118
2025 Q4	$291K	Hold	2,062	–	–	0.07%	111
2025 Q3	$284K	Hold	2,062	–	–	0.07%	113
2025 Q2	$265K	Hold	2,062	–	–	0.07%	116
2025 Q1	$239K	Hold	2,062	–	–	0.06%	116
2024 Q4	$242K	Hold	2,062	–	–	0.06%	116
2024 Q3	$247K	Hold	2,062	–	–	0.07%	109
2024 Q2	$232K	Buy	+2,062	New	+$227K	0.07%	111
2024 Q1	–	Sell	-2,062	Closed	-$212K	–	167
2023 Q4	$212K	Buy	+2,062	New	+$198K	0.06%	117
2022 Q2	–	Sell	-2,212	Closed	-$224K	–	118
2022 Q1	$224K	Buy	+2,212	New	+$224K	0.07%	107
2021 Q4	–	Sell	-2,274	Closed	-$232K	–	115
2021 Q3	$232K	Buy	+2,274	New	+$238K	0.08%	100

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

Petix & Botte Financial's VT Position: Q1 2026 in Review

Petix & Botte Financial reduced its Vanguard Total World Stock ETF (VT) stake by 50% in Q1 2026, selling an estimated $148K and leaving 1,031 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #118.

Petix & Botte Financial first reported a position in VT in Q3 2021 and has held it in 11 quarters since. The position peaked at $291K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Petix & Botte Financial held 1,031 shares of Vanguard Total World Stock ETF worth $285K as of Q1 2026.
Petix & Botte Financial sold 1,031 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $148K.
Vanguard Total World Stock ETF made up 0.06% of Petix & Botte Financial's portfolio in Q1 2026, its #118 holding.
Petix & Botte Financial first reported a position in Vanguard Total World Stock ETF in Q3 2021 and has held it in 11 quarters since.
Petix & Botte Financial's Vanguard Total World Stock ETF position peaked at $291K in Q4 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.