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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
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

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sagespring Wealth Partners's VT Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Vanguard Total World Stock ETF (VT) stake by 13% in Q1 2026, buying an estimated $418K and bringing the position to 24,488 shares worth $3.39M. The position accounts for 0.06% of the portfolio, ranked #145.

Sagespring Wealth Partners first reported a position in VT in Q4 2024 and has held it in 6 quarters since. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Sagespring Wealth Partners held 24,488 shares of Vanguard Total World Stock ETF worth $3.39M as of Q1 2026.
  • Sagespring Wealth Partners bought 2,906 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $418K.
  • Vanguard Total World Stock ETF made up 0.06% of Sagespring Wealth Partners's portfolio in Q1 2026, its #145 holding.
  • Sagespring Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.