Proficio Capital Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Proficio Capital 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 Q1	$28.5M	Buy	+206,150	New	+$29.7M	1.52%	19
2020 Q4	–	Sell	-5,492	Closed	-$263K	–	198
2020 Q3	$263K	Buy	+5,492	New	+$441K	0.05%	141
2019 Q3	–	Sell	-45	Closed	-$3K	–	1508
2019 Q2	$3K	Hold	45	–	–	﹤0.01%	1449
2019 Q1	$3K	Hold	45	–	–	﹤0.01%	1286
2018 Q4	$3K	Sell	45 -15,462	-100%	-$1.08M	﹤0.01%	974
2018 Q3	$1.18M	Sell	15,507 -19,217	-55%	-$1.45M	0.39%	47
2018 Q2	$2.55M	Buy	34,724 +34,576	+23,362%	+$2.58M	1.05%	22
2018 Q1	$11K	Hold	148	–	–	﹤0.01%	797
2017 Q4	$11K	Buy	+148	New	+$10.8K	﹤0.01%	782
2016 Q4	–	Sell	-47,746	Closed	-$2.9M	–	1185
2016 Q3	$2.9M	Sell	47,746 -4,799	-9%	-$289K	1.68%	10
2016 Q2	$3.16M	Sell	52,545 -7,520	-13%	-$436K	1.98%	8
2016 Q1	$3.46M	Buy	60,065 +795	+1%	+$43.3K	2.9%	5
2015 Q4	$3.42M	Buy	+59,270	New	+$3.48M	3.35%	4

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

Proficio Capital Partners's VT Position: Q1 2026 in Review

Proficio Capital Partners opened a new position in Vanguard Total World Stock ETF (VT) in Q1 2026: 206,150 shares worth $28.5M. The stake represents 1.52% of the portfolio and ranks #19 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in VT as recently as Q3 2020.

Proficio Capital Partners first reported a position in VT in Q4 2015 and has held it in 13 quarters since. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Proficio Capital Partners held 206,150 shares of Vanguard Total World Stock ETF worth $28.5M as of Q1 2026.
Vanguard Total World Stock ETF was a new Proficio Capital Partners position in Q1 2026.
Vanguard Total World Stock ETF made up 1.52% of Proficio Capital Partners's portfolio in Q1 2026, its #19 holding.
Proficio Capital Partners first reported a position in Vanguard Total World Stock ETF in Q4 2015 and has held it in 13 quarters since.
1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.