Rossmore Private Capital’s Vanguard Total World Stock ETF VT Stock Holding History

Rossmore Private Capital’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	$197K	Hold	1,245	–	–	0.01%	303
2026 Q2	$195K	Hold	1,245	–	–	0.02%	301
2026 Q1	$172K	Hold	1,245	–	–	0.02%	289
2025 Q4	$176K	Buy	1,245 +140	+13%	+$19.6K	0.02%	289
2025 Q3	$152K	Buy	+1,105	New	+$147K	0.02%	264
2022 Q3	–	Sell	-5,621	Closed	-$480K	–	227
2022 Q2	$480K	Buy	+5,621	New	+$520K	0.08%	155

Other funds holding VT

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

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

Permanent Capital Management Chicago, Illinois $637M AUM 13.34% 1-Year Est. Return

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

Global Endowment Management Charlotte, North Carolina $1.08B AUM 11.63% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Rossmore Private Capital's VT Position: Q3 2026 in Review

Rossmore Private Capital held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 1,245 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #303.

Rossmore Private Capital first reported a position in VT in Q2 2022 and has held it in 6 quarters since. The position peaked at $480K in Q2 2022. 1,190 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Rossmore Private Capital held 1,245 shares of Vanguard Total World Stock ETF worth $197K as of Q3 2026.
Rossmore Private Capital left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
Vanguard Total World Stock ETF made up 0.01% of Rossmore Private Capital's portfolio in Q3 2026, its #303 holding.
Rossmore Private Capital first reported a position in Vanguard Total World Stock ETF in Q2 2022 and has held it in 6 quarters since.
Rossmore Private Capital's Vanguard Total World Stock ETF position peaked at $480K in Q2 2022.
1,190 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Rossmore Private Capital's 13F filing for Q3 2026, filed 27 Oct 2026.