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

Robertson Stephens 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 Q2	$16.2M	Buy	103,437 +132	+0.1%	+$20.1K	0.4%	48
2026 Q1	$14.3M	Buy	103,305 +16,166	+19%	+$2.33M	0.4%	45
2025 Q4	$12.3M	Buy	87,139 +31,519	+57%	+$4.41M	0.32%	61
2025 Q3	$7.66M	Sell	55,620 -178	-0.3%	-$23.7K	0.23%	79
2025 Q2	$7.17M	Sell	55,798 -3,877	-6%	-$464K	0.23%	80
2025 Q1	$6.92M	Sell	59,675 -30,654	-34%	-$3.67M	0.24%	81
2024 Q4	$10.6M	Sell	90,329 -1,700	-2%	-$204K	0.38%	55
2024 Q3	$11M	Buy	92,029 +7,934	+9%	+$912K	0.4%	55
2024 Q2	$9.47M	Buy	+84,095	New	+$9.27M	0.48%	43

Other funds holding VT

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robertson Stephens Wealth Management's VT Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 0.13% in Q2 2026, buying an estimated $20.1K and bringing the position to 103,437 shares worth $16.2M. The position accounts for 0.4% of the portfolio, ranked #48.

Robertson Stephens Wealth Management first reported a position in VT in Q2 2024 and has held it in 9 quarters since. 620 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Robertson Stephens Wealth Management held 103,437 shares of Vanguard Total World Stock ETF worth $16.2M as of Q2 2026.
Robertson Stephens Wealth Management bought 132 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $20.1K.
Vanguard Total World Stock ETF made up 0.4% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #48 holding.
Robertson Stephens Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 9 quarters since.
620 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.