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 Q3	$16.1M	Sell	101,767 -1,670	-2%	-$265K	0.39%	43
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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Inscription Capital Houston, Texas $906M AUM 27.95% 1-Year Est. Return

Robertson Stephens Wealth Management's VT Position: Q3 2026 in Review

Robertson Stephens Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 1.6% in Q3 2026, selling an estimated $265K and leaving 101,767 shares worth $16.1M. The position accounts for 0.39% of the portfolio, ranked #43.

Robertson Stephens Wealth Management first reported a position in VT in Q2 2024 and has held it in 10 quarters since. The position peaked at $16.2M in Q2 2026. 720 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Robertson Stephens Wealth Management held 101,767 shares of Vanguard Total World Stock ETF worth $16.1M as of Q3 2026.
Robertson Stephens Wealth Management sold 1,670 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $265K.
Vanguard Total World Stock ETF made up 0.39% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #43 holding.
Robertson Stephens Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 10 quarters since.
Robertson Stephens Wealth Management's Vanguard Total World Stock ETF position peaked at $16.2M in Q2 2026.
720 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.