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 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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Sagespring Wealth Partners's VT Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Vanguard Total World Stock ETF (VT) stake by 4.5% in Q2 2026, buying an estimated $167K and bringing the position to 25,581 shares worth $4.01M. The position accounts for 0.06% of the portfolio, ranked #147.

Sagespring Wealth Partners first reported a position in VT in Q4 2024 and has held it in 7 quarters since. 1,319 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Sagespring Wealth Partners held 25,581 shares of Vanguard Total World Stock ETF worth $4.01M as of Q2 2026.
Sagespring Wealth Partners bought 1,093 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $167K.
Vanguard Total World Stock ETF made up 0.06% of Sagespring Wealth Partners's portfolio in Q2 2026, its #147 holding.
Sagespring Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
1,319 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.