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Studio Investment Management’s Vanguard Total World Stock ETF VT Stock Holding History

Studio Investment 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 		$5.57M Sell
35,472
-3,026
-8% -$462K 0.94% 29
2026
Q1 		$5.33M Sell
38,498
-1,380
-3% -$198K 0.96% 29
2025
Q4 		$5.63M Sell
39,878
-1,882
-5% -$263K 1.03% 27
2025
Q3 		$5.75M Buy
41,760
+439
+1% +$58.3K 1.09% 21
2025
Q2 		$5.31M Buy
41,321
+1,316
+3% +$157K 1.07% 22
2025
Q1 		$4.64M Sell
40,005
-3,933
-9% -$471K 0.96% 24
2024
Q4 		$5.16M Sell
43,938
-150
-0.3% -$18K 1.1% 23
2024
Q3 		$5.28M Sell
44,088
-1,351
-3% -$155K 1.11% 22
2024
Q2 		$5.12M Sell
45,439
-276
-0.6% -$30.4K 1.16% 23
2024
Q1 		$5.05M Buy
45,715
+191
+0.4% +$20.2K 1.2% 21
2023
Q4 		$4.68M Buy
45,524
+4,627
+11% +$445K 1.2% 24
2023
Q3 		$3.81M Sell
40,897
-6,313
-13% -$613K 1.06% 25
2023
Q2 		$4.58M Sell
47,210
-1,852
-4% -$174K 1.28% 21
2023
Q1 		$4.52M Sell
49,062
-2,089
-4% -$189K 1.36% 21
2022
Q4 		$4.41M Buy
51,151
+5,911
+13% +$505K 1.43% 22
2022
Q3 		$3.57M Buy
45,240
+3,595
+9% +$316K 1.28% 20
2022
Q2 		$3.55M Buy
41,645
+255
+0.6% +$23.6K 1.23% 23
2022
Q1 		$4.19M Buy
41,390
+20,990
+103% +$2.13M 1.38% 16
2021
Q4 		$2.19M Buy
+20,400
New +$2.17M 0.79% 46

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Studio Investment Management's VT Position: Q2 2026 in Review

Studio Investment Management reduced its Vanguard Total World Stock ETF (VT) stake by 7.9% in Q2 2026, selling an estimated $462K and leaving 35,472 shares worth $5.57M. The position accounts for 0.94% of the portfolio, ranked #29.

Studio Investment Management first reported a position in VT in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.75M in Q3 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Studio Investment Management held 35,472 shares of Vanguard Total World Stock ETF worth $5.57M as of Q2 2026.
  • Studio Investment Management sold 3,026 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $462K.
  • Vanguard Total World Stock ETF made up 0.94% of Studio Investment Management's portfolio in Q2 2026, its #29 holding.
  • Studio Investment Management first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • Studio Investment Management's Vanguard Total World Stock ETF position peaked at $5.75M in Q3 2025.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.