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Richard Bernstein Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Richard Bernstein Advisors’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 		$14.2M Buy
102,468
+98,051
+2,220% +$14.1M 0.41% 18
2025
Q4 		$623K Buy
4,417
+333
+8% +$46.5K 0.02% 153
2025
Q3 		$574K Sell
4,084
-450
-10% -$59.8K 0.02% 183
2025
Q2 		$583K Sell
4,534
-20,894
-82% -$2.5M 0.01% 191
2025
Q1 		$2.95M Sell
25,428
-98,959
-80% -$11.8M 0.07% 155
2024
Q4 		$14.6M Buy
124,387
+119,565
+2,480% +$14.4M 0.33% 36
2024
Q3 		$577K Buy
4,822
+852
+21% +$98K 0.01% 212
2024
Q2 		$447K Sell
3,970
-24,489
-86% -$2.7M 0.01% 204
2024
Q1 		$3.14M Sell
28,459
-53,992
-65% -$5.71M 0.07% 151
2023
Q4 		$8.48M Sell
82,451
-6,249
-7% -$601K 0.19% 44
2023
Q3 		$8.27M Buy
88,700
+76,888
+651% +$7.46M 0.18% 46
2023
Q2 		$1.15M Buy
11,812
+2,680
+29% +$251K 0.02% 162
2023
Q1 		$841K Sell
9,132
-315,651
-97% -$28.6M 0.02% 194
2022
Q4 		$28M Sell
324,783
-243,785
-43% -$20.8M 0.63% 26
2022
Q3 		$44.8M Buy
568,568
+208,111
+58% +$18.3M 1.12% 24
2022
Q2 		$30.8M Buy
360,457
+161,781
+81% +$15M 0.67% 30
2022
Q1 		$18.9M Sell
198,676
-138,669
-41% -$14M 0.37% 40
2021
Q4 		$36.2M Buy
337,345
+251,013
+291% +$26.7M 0.7% 33
2021
Q3 		$8.79M Buy
86,332
+64,361
+293% +$6.75M 0.18% 51
2021
Q2 		$2.28M Sell
21,971
-114,896
-84% -$11.7M 0.05% 190
2021
Q1 		$13.3M Buy
136,867
+96,778
+241% +$9.31M 0.3% 35
2020
Q4 		$3.71M Buy
40,089
+18,710
+88% +$1.62M 0.09% 130
2020
Q3 		$1.72M Buy
+21,379
New +$1.72M 0.05% 177
2020
Q2 		– Sell
-22,300
Closed -$1.4M – 277
2020
Q1 		$1.4M Buy
+22,300
New +$1.68M 0.05% 158
2019
Q1 		– Sell
-596,002
Closed -$39M – 370
2018
Q4 		$39M Buy
+596,002
New +$41.7M 1.44% 10

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Richard Bernstein Advisors's VT Position: Q1 2026 in Review

Richard Bernstein Advisors increased its Vanguard Total World Stock ETF (VT) stake by 2,220% in Q1 2026, buying an estimated $14.1M and bringing the position to 102,468 shares worth $14.2M. The position accounts for 0.41% of the portfolio, ranked #18.

Richard Bernstein Advisors first reported a position in VT in Q4 2018 and has held it in 25 quarters since. The position peaked at $44.8M in Q3 2022. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Richard Bernstein Advisors held 102,468 shares of Vanguard Total World Stock ETF worth $14.2M as of Q1 2026.
  • Richard Bernstein Advisors bought 98,051 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $14.1M.
  • Vanguard Total World Stock ETF made up 0.41% of Richard Bernstein Advisors's portfolio in Q1 2026, its #18 holding.
  • Richard Bernstein Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 25 quarters since.
  • Richard Bernstein Advisors's Vanguard Total World Stock ETF position peaked at $44.8M in Q3 2022.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.