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

Rialto 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	$59.6K	Sell	431 -17	-4%	-$2.44K	0.01%	270
2025 Q4	$63.2K	Hold	448	–	–	0.02%	262
2025 Q3	$61.7K	Sell	448 -1,884	-81%	-$250K	0.02%	251
2025 Q2	$300K	Buy	2,332 +83	+4%	+$9.93K	0.08%	122
2025 Q1	$261K	Sell	2,249 -11	-0.5%	-$1.32K	0.08%	128
2024 Q4	$265K	Buy	+2,260	New	+$271K	0.09%	130

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

Rialto Wealth Management's VT Position: Q1 2026 in Review

Rialto Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 3.8% in Q1 2026, selling an estimated $2.44K and leaving 431 shares worth $59.6K. The position accounts for 0.01% of the portfolio, ranked #270.

Rialto Wealth Management first reported a position in VT in Q4 2024 and has held it in 6 quarters since. The position peaked at $300K in Q2 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Rialto Wealth Management held 431 shares of Vanguard Total World Stock ETF worth $59.6K as of Q1 2026.
Rialto Wealth Management sold 17 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $2.44K.
Vanguard Total World Stock ETF made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #270 holding.
Rialto Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's Vanguard Total World Stock ETF position peaked at $300K in Q2 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.