Smartleaf Asset Management
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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
Q3 		$26.3M Buy
165,830
+31,318
+23% +$4.97M 0.75% 24
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Smartleaf Asset Management's VT Position: Q3 2026 in Review

Smartleaf Asset Management increased its Vanguard Total World Stock ETF (VT) stake by 23% in Q3 2026, buying an estimated $4.97M and bringing the position to 165,830 shares worth $26.3M. The position accounts for 0.75% of the portfolio, ranked #24.

Smartleaf Asset Management first reported a position in VT in Q4 2023 and has held it in 12 quarters since. 924 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Smartleaf Asset Management held 165,830 shares of Vanguard Total World Stock ETF worth $26.3M as of Q3 2026.
  • Smartleaf Asset Management bought 31,318 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $4.97M.
  • Vanguard Total World Stock ETF made up 0.75% of Smartleaf Asset Management's portfolio in Q3 2026, its #24 holding.
  • Smartleaf Asset Management first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 12 quarters since.
  • 924 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.