Sagespring Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Sagespring Wealth Partners’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	$4.23M	Buy	26,819 +1,238	+5%	+$196K	0.06%	146
2026 Q2	$4.01M	Buy	25,581 +1,093	+4%	+$167K	0.06%	147
2026 Q1	$3.39M	Buy	24,488 +2,906	+13%	+$418K	0.06%	145
2025 Q4	$3.04M	Buy	21,582 +5,451	+34%	+$762K	0.06%	152
2025 Q3	$2.22M	Buy	16,131 +3,196	+25%	+$425K	0.04%	169
2025 Q2	$1.66M	Buy	12,935 +5,735	+80%	+$686K	0.04%	197
2025 Q1	$835K	Buy	7,200 +4,420	+159%	+$529K	0.02%	277
2024 Q4	$327K	Buy	+2,780	New	+$334K	0.01%	455

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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

Sagespring Wealth Partners's VT Position: Q3 2026 in Review

Sagespring Wealth Partners increased its Vanguard Total World Stock ETF (VT) stake by 4.8% in Q3 2026, buying an estimated $196K and bringing the position to 26,819 shares worth $4.23M. The position accounts for 0.06% of the portfolio, ranked #146.

Sagespring Wealth Partners first reported a position in VT in Q4 2024 and has held it in 8 quarters since. 770 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Sagespring Wealth Partners held 26,819 shares of Vanguard Total World Stock ETF worth $4.23M as of Q3 2026.
Sagespring Wealth Partners bought 1,238 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $196K.
Vanguard Total World Stock ETF made up 0.06% of Sagespring Wealth Partners's portfolio in Q3 2026, its #146 holding.
Sagespring Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 8 quarters since.
770 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.