Pine Harbor Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Pine Harbor Wealth 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 Q1	$1.25M	Buy	9,004 +127	+1%	+$18.3K	0.37%	28
2025 Q4	$1.25M	Buy	8,877 +557	+7%	+$77.9K	0.38%	30
2025 Q3	$1.15M	Buy	8,320 +370	+5%	+$49.2K	0.37%	32
2025 Q2	$1.02M	Hold	7,950	–	–	0.36%	34
2025 Q1	$922K	Hold	7,950	–	–	0.37%	35
2024 Q4	$934K	Buy	7,950 +1,220	+18%	+$146K	0.38%	33
2024 Q3	$806K	Buy	6,730 +7	+0.1%	+$805	0.4%	36
2024 Q2	$757K	Buy	6,723 +9	+0.1%	+$992	0.45%	35
2024 Q1	$742K	Buy	6,714 +8	+0.1%	+$846	0.47%	36
2023 Q4	$690K	Buy	+6,706	New	+$645K	0.53%	36

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

Pine Harbor Wealth Management's VT Position: Q1 2026 in Review

Pine Harbor Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 1.4% in Q1 2026, buying an estimated $18.3K and bringing the position to 9,004 shares worth $1.25M. The position accounts for 0.37% of the portfolio, ranked #28.

Pine Harbor Wealth Management first reported a position in VT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.25M in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Pine Harbor Wealth Management held 9,004 shares of Vanguard Total World Stock ETF worth $1.25M as of Q1 2026.
Pine Harbor Wealth Management bought 127 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $18.3K.
Vanguard Total World Stock ETF made up 0.37% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #28 holding.
Pine Harbor Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 10 quarters since.
Pine Harbor Wealth Management's Vanguard Total World Stock ETF position peaked at $1.25M in Q4 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.