Shade Tree Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Shade Tree Advisors’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	$214K	Buy	+1,362	New	+$208K	0.12%	28
2025 Q3	–	Sell	-12,505	Closed	-$1.61M	–	19
2025 Q2	$1.61M	Buy	12,505 +13	+0.1%	+$1.55K	1.41%	7
2025 Q1	$1.45M	Buy	+12,492	New	+$1.49M	1.44%	9

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

Shade Tree Advisors's VT Position: Q2 2026 in Review

Shade Tree Advisors opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 1,362 shares worth $214K. The stake represents 0.12% of the portfolio and ranks #28 among its holdings. This is a return to the name: Shade Tree Advisors previously reported a position in VT as recently as Q2 2025.

Shade Tree Advisors first reported a position in VT in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.61M in Q2 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Shade Tree Advisors held 1,362 shares of Vanguard Total World Stock ETF worth $214K as of Q2 2026.
Vanguard Total World Stock ETF was a new Shade Tree Advisors position in Q2 2026.
Vanguard Total World Stock ETF made up 0.12% of Shade Tree Advisors's portfolio in Q2 2026, its #28 holding.
Shade Tree Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2025 and has held it in 3 quarters since.
Shade Tree Advisors's Vanguard Total World Stock ETF position peaked at $1.61M in Q2 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Shade Tree Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.