Smartleaf Asset Management’s Vanguard Total World Stock ETF VT Stock Holding History

Smartleaf Asset Management’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	$21M	Hold	134,512	–	–	0.68%	23
2026 Q1	$18.1M	Buy	134,512 +14,788	+12%	+$2.13M	0.65%	25
2025 Q4	$17M	Buy	119,724 +8,385	+8%	+$1.17M	0.64%	26
2025 Q3	$15.3M	Buy	111,339 +16,458	+17%	+$2.19M	0.95%	11
2025 Q2	$12.1M	Buy	94,881 +4,524	+5%	+$541K	1.07%	11
2025 Q1	$10.5M	Buy	90,357 +21,895	+32%	+$2.62M	1.01%	10
2024 Q4	$8.06M	Buy	68,462 +5,256	+8%	+$631K	0.82%	16
2024 Q3	$7.56M	Buy	63,206 +9,335	+17%	+$1.07M	0.92%	12
2024 Q2	$6.08M	Buy	53,871 +5,396	+11%	+$595K	1%	14
2024 Q1	$5.35M	Buy	48,475 +41,291	+575%	+$4.37M	1.04%	14
2023 Q4	$741K	Buy	+7,184	New	+$691K	0.2%	117

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

Smartleaf Asset Management's VT Position: Q2 2026 in Review

Smartleaf Asset Management held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 134,512 shares worth $21M. The position accounts for 0.68% of the portfolio, ranked #23.

Smartleaf Asset Management first reported a position in VT in Q4 2023 and has held it in 11 quarters since. 1,319 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Smartleaf Asset Management held 134,512 shares of Vanguard Total World Stock ETF worth $21M as of Q2 2026.
Smartleaf Asset Management left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.68% of Smartleaf Asset Management's portfolio in Q2 2026, its #23 holding.
Smartleaf Asset Management first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
1,319 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.