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Roberts, Glore & Co’s Vanguard Total World Stock ETF VT Stock Holding History

Roberts, Glore & Co’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
Q2 		$234K Hold
1,489
– – 0.06% 222
2026
Q1 		$206K Hold
1,489
– – 0.06% 210
2025
Q4 		$210K Hold
1,489
– – 0.06% 214
2025
Q3 		$205K Buy
+1,489
New +$198K 0.06% 211

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Roberts, Glore & Co's VT Position: Q2 2026 in Review

Roberts, Glore & Co held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 1,489 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #222.

Roberts, Glore & Co first reported a position in VT in Q3 2025 and has held it in 4 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Roberts, Glore & Co held 1,489 shares of Vanguard Total World Stock ETF worth $234K as of Q2 2026.
  • Roberts, Glore & Co left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.06% of Roberts, Glore & Co's portfolio in Q2 2026, its #222 holding.
  • Roberts, Glore & Co first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Roberts, Glore & Co's 13F filing for Q2 2026, filed 11 Aug 2026.