Roble Belko & Company’s Vanguard Total World Stock ETF VT Stock Holding History

Roble Belko & Company’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	$783K	Sell	5,658 -31	-0.5%	-$4.46K	0.1%	66
2025 Q4	$802K	Buy	5,689 +31	+0.5%	+$4.33K	0.11%	60
2025 Q3	$780K	Hold	5,658	–	–	0.11%	57
2025 Q2	$727K	Hold	5,658	–	–	0.11%	65
2025 Q1	$656K	Hold	5,658	–	–	0.1%	68
2024 Q4	$665K	Sell	5,658 -1	-0%	-$120	0.11%	66
2024 Q3	$677K	Hold	5,659	–	–	0.11%	65
2024 Q2	$637K	Hold	5,659	–	–	0.11%	65
2024 Q1	$625K	Sell	5,659 -611	-10%	-$64.6K	0.11%	64
2023 Q4	$645K	Hold	6,270	–	–	0.12%	55
2023 Q3	$584K	Hold	6,270	–	–	0.12%	59
2023 Q2	$608K	Hold	6,270	–	–	0.12%	56
2023 Q1	$577K	Hold	6,270	–	–	0.12%	60
2022 Q4	$540K	Buy	6,270 +5,658	+925%	+$483K	0.11%	65
2022 Q3	$48K	Hold	612	–	–	0.01%	150
2022 Q2	$52K	Hold	612	–	–	0.01%	146
2022 Q1	$62K	Hold	612	–	–	0.01%	153
2021 Q4	$66K	Hold	612	–	–	0.01%	144
2021 Q3	$62K	Hold	612	–	–	0.01%	136
2021 Q2	$63K	Hold	612	–	–	0.01%	146
2021 Q1	$60K	Buy	612 +1	+0.2%	+$96	0.01%	141
2020 Q4	$57K	Hold	611	–	–	0.01%	130
2020 Q3	$49K	Hold	611	–	–	0.01%	132
2020 Q2	$46K	Hold	611	–	–	0.01%	148
2020 Q1	$38K	Hold	611	–	–	0.01%	153
2019 Q4	$49K	Hold	611	–	–	0.01%	153
2019 Q3	$46K	Hold	611	–	–	0.01%	148
2019 Q2	$46K	Hold	611	–	–	0.01%	150
2019 Q1	$45K	Hold	611	–	–	0.02%	123
2018 Q4	$40K	Hold	611	–	–	0.02%	119
2018 Q3	$46K	Hold	611	–	–	0.02%	108
2018 Q2	$45K	Hold	611	–	–	0.02%	114
2018 Q1	$45K	Hold	611	–	–	0.02%	129
2017 Q4	$45K	Hold	611	–	–	0.02%	117
2017 Q3	$43K	Hold	611	–	–	0.02%	99
2017 Q2	$41K	Hold	611	–	–	0.02%	97
2017 Q1	$40K	Hold	611	–	–	0.02%	98
2016 Q4	$37K	Hold	611	–	–	0.02%	110
2016 Q3	$37K	Hold	611	–	–	0.02%	124
2016 Q2	$35K	Hold	611	–	–	0.02%	117
2016 Q1	$35K	Hold	611	–	–	0.02%	106
2015 Q4	$35K	Hold	611	–	–	0.02%	103
2015 Q3	$34K	Hold	611	–	–	0.02%	100
2015 Q2	$38K	Hold	611	–	–	0.02%	107
2015 Q1	$38K	Buy	+611	New	+$37.3K	0.02%	104

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

Roble Belko & Company's VT Position: Q1 2026 in Review

Roble Belko & Company reduced its Vanguard Total World Stock ETF (VT) stake by 0.54% in Q1 2026, selling an estimated $4.46K and leaving 5,658 shares worth $783K. The position accounts for 0.1% of the portfolio, ranked #66.

Roble Belko & Company first reported a position in VT in Q1 2015 and has held it in 45 quarters since. The position peaked at $802K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Roble Belko & Company held 5,658 shares of Vanguard Total World Stock ETF worth $783K as of Q1 2026.
Roble Belko & Company sold 31 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $4.46K.
Vanguard Total World Stock ETF made up 0.1% of Roble Belko & Company's portfolio in Q1 2026, its #66 holding.
Roble Belko & Company first reported a position in Vanguard Total World Stock ETF in Q1 2015 and has held it in 45 quarters since.
Roble Belko & Company's Vanguard Total World Stock ETF position peaked at $802K in Q4 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.