Signal Tree Financial Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Signal Tree Financial 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	$276K	Buy	1,996 +85	+4%	+$12.2K	0.21%	37
2025 Q4	$270K	Buy	1,911 +95	+5%	+$13.3K	0.21%	41
2025 Q3	$252K	Sell	1,816 -150	-8%	-$19.9K	0.2%	41
2025 Q2	$253K	Sell	1,966 -308	-14%	-$36.8K	0.22%	38
2025 Q1	$264K	Buy	2,274 +102	+5%	+$12.2K	0.26%	36
2024 Q4	$255K	Buy	+2,172	New	+$261K	0.3%	36

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Signal Tree Financial Partners's VT Position: Q1 2026 in Review

Signal Tree Financial Partners increased its Vanguard Total World Stock ETF (VT) stake by 4.4% in Q1 2026, buying an estimated $12.2K and bringing the position to 1,996 shares worth $276K. The position accounts for 0.21% of the portfolio, ranked #37.

Signal Tree Financial Partners first reported a position in VT in Q4 2024 and has held it in 6 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Signal Tree Financial Partners held 1,996 shares of Vanguard Total World Stock ETF worth $276K as of Q1 2026.
Signal Tree Financial Partners bought 85 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $12.2K.
Vanguard Total World Stock ETF made up 0.21% of Signal Tree Financial Partners's portfolio in Q1 2026, its #37 holding.
Signal Tree Financial Partners first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 6 quarters since.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Signal Tree Financial Partners's 13F filing for Q1 2026, filed 15 May 2026.