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 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 $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

Smartleaf Asset Management's VT Position: Q1 2026 in Review

Smartleaf Asset Management increased its Vanguard Total World Stock ETF (VT) stake by 12% in Q1 2026, buying an estimated $2.13M and bringing the position to 134,512 shares worth $18.1M. The position accounts for 0.65% of the portfolio, ranked #25.

Smartleaf Asset Management first reported a position in VT in Q4 2023 and has held it in 10 quarters since. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Smartleaf Asset Management held 134,512 shares of Vanguard Total World Stock ETF worth $18.1M as of Q1 2026.
Smartleaf Asset Management bought 14,788 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $2.13M.
Vanguard Total World Stock ETF made up 0.65% of Smartleaf Asset Management's portfolio in Q1 2026, its #25 holding.
Smartleaf Asset Management first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 10 quarters since.
1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.