Simplicity Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Simplicity Wealth’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	$615K	Buy	4,447 +266	+6%	+$38.3K	0.03%	409
2025 Q4	$590K	Sell	4,181 -1,484	-26%	-$207K	0.04%	391
2025 Q3	$781K	Sell	5,665 -3,797	-40%	-$505K	0.05%	348
2025 Q2	$1.22M	Buy	+9,462	New	+$1.13M	0.05%	295
2024 Q3	–	Sell	-506,492	Closed	-$57M	–	1201
2024 Q2	$57M	Buy	506,492 +19,581	+4%	+$2.16M	1.29%	13
2024 Q1	$53.8M	Buy	+486,911	New	+$51.5M	1.28%	16
2022 Q4	–	Sell	-2,569	Closed	-$203K	–	92
2022 Q3	$203K	Buy	2,569 +51	+2%	+$4.48K	0.27%	68
2022 Q2	$215K	Sell	2,518 -5,342	-68%	-$494K	0.31%	52
2022 Q1	$796K	Sell	7,860 -4,069	-34%	-$412K	0.77%	35
2021 Q4	$1.28M	Buy	+11,929	New	+$1.27M	0.69%	30

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

Simplicity Wealth's VT Position: Q1 2026 in Review

Simplicity Wealth increased its Vanguard Total World Stock ETF (VT) stake by 6.4% in Q1 2026, buying an estimated $38.3K and bringing the position to 4,447 shares worth $615K. The position accounts for 0.03% of the portfolio, ranked #409.

Simplicity Wealth first reported a position in VT in Q4 2021 and has held it in 10 quarters since. The position peaked at $57M in Q2 2024. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Simplicity Wealth held 4,447 shares of Vanguard Total World Stock ETF worth $615K as of Q1 2026.
Simplicity Wealth bought 266 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $38.3K.
Vanguard Total World Stock ETF made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #409 holding.
Simplicity Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 10 quarters since.
Simplicity Wealth's Vanguard Total World Stock ETF position peaked at $57M in Q2 2024.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.