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Steward Partners Investment Advisory’s Vanguard Total World Stock ETF VT Stock Holding History

Steward Partners Investment Advisory’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 		$5.76M Buy
41,642
+6,953
+20% +$1M 0.03% 466
2025
Q4 		$4.89M Sell
34,689
-8,705
-20% -$1.22M 0.03% 475
2025
Q3 		$5.98M Buy
43,394
+8,262
+24% +$1.1M 0.03% 424
2025
Q2 		$4.52M Sell
35,132
-3,498
-9% -$418K 0.04% 458
2025
Q1 		$4.48M Buy
38,630
+10,407
+37% +$1.25M 0.04% 428
2024
Q4 		$3.32M Sell
28,223
-1,642
-5% -$197K 0.03% 483
2024
Q3 		$3.57M Buy
29,865
+1,715
+6% +$197K 0.03% 462
2024
Q2 		$3.17M Buy
28,150
+456
+2% +$50.3K 0.03% 461
2024
Q1 		$3.06M Buy
27,694
+757
+3% +$80K 0.03% 449
2023
Q4 		$2.77M Buy
26,937
+800
+3% +$77K 0.04% 422
2023
Q3 		$2.44M Buy
26,137
+1,479
+6% +$144K 0.04% 417
2023
Q2 		$2.39M Buy
24,658
+120
+0.5% +$11.2K 0.04% 432
2023
Q1 		$2.26M Hold
24,538
– – 0.04% 439
2022
Q4 		$2.11M Sell
24,538
-1,009
-4% -$86.2K 0.04% 440
2022
Q3 		$2.02M Sell
25,547
-59
-0.2% -$5.18K 0.04% 426
2022
Q2 		$2.19M Buy
25,606
+11,434
+81% +$1.06M 0.04% 413
2022
Q1 		$1.44M Sell
14,172
-158
-1% -$16K 0.02% 578
2021
Q4 		$1.54M Buy
14,330
+419
+3% +$44.5K 0.02% 570
2021
Q3 		$1.42M Buy
13,911
+2,299
+20% +$241K 0.02% 548
2021
Q2 		$1.2M Sell
11,612
-3,008
-21% -$307K 0.02% 600
2021
Q1 		$1.42M Buy
14,620
+2,802
+24% +$269K 0.03% 525
2020
Q4 		$1.09M Sell
11,818
-3,327
-22% -$289K 0.02% 534
2020
Q3 		$1.22M Buy
15,145
+1,986
+15% +$159K 0.03% 427
2020
Q2 		$984K Buy
13,159
+3,233
+33% +$228K 0.03% 453
2020
Q1 		$623K Buy
9,926
+3,383
+52% +$255K 0.02% 507
2019
Q4 		$529K Buy
6,543
+33
+0.5% +$2.57K 0.02% 622
2019
Q3 		$487K Sell
6,510
-254
-4% -$19K 0.02% 587
2019
Q2 		$508K Sell
6,764
-261
-4% -$19.3K 0.02% 554
2019
Q1 		$514K Buy
7,025
+113
+2% +$8.02K 0.02% 511
2018
Q4 		$452K Buy
6,912
+2,941
+74% +$206K 0.02% 510
2018
Q3 		$301K Buy
3,971
+3,012
+314% +$227K 0.01% 617
2018
Q2 		$70K Buy
959
+517
+117% +$38.6K ﹤0.01% 971
2018
Q1 		$32K Sell
442
-85
-16% -$6.44K ﹤0.01% 1171
2017
Q4 		$39K Hold
527
– – ﹤0.01% 913
2017
Q3 		$37K Hold
527
– – ﹤0.01% 774
2017
Q2 		$35K Buy
527
+85
+19% +$5.68K ﹤0.01% 718
2017
Q1 		$28K Buy
+442
New +$28.3K ﹤0.01% 674

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Partners Investment Advisory's VT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Vanguard Total World Stock ETF (VT) stake by 20% in Q1 2026, buying an estimated $1M and bringing the position to 41,642 shares worth $5.76M. The position accounts for 0.03% of the portfolio, ranked #466.

Steward Partners Investment Advisory first reported a position in VT in Q1 2017 and has held it in 37 quarters since. The position peaked at $5.98M in Q3 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Steward Partners Investment Advisory held 41,642 shares of Vanguard Total World Stock ETF worth $5.76M as of Q1 2026.
  • Steward Partners Investment Advisory bought 6,953 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $1M.
  • Vanguard Total World Stock ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #466 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Total World Stock ETF in Q1 2017 and has held it in 37 quarters since.
  • Steward Partners Investment Advisory's Vanguard Total World Stock ETF position peaked at $5.98M in Q3 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.