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Summit Financial’s Vanguard Total World Stock ETF VT Stock Holding History

Summit Financial’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 		$954K Buy
6,893
+1,869
+37% +$269K 0.01% 791
2025
Q4 		$709K Buy
5,024
+238
+5% +$33.3K 0.01% 780
2025
Q3 		$660K Buy
4,786
+1,912
+67% +$254K 0.01% 786
2025
Q2 		$369K Buy
2,874
+517
+22% +$61.8K 0.01% 639
2025
Q1 		$273K Buy
2,357
+264
+13% +$31.6K 0.01% 631
2024
Q4 		$246K Buy
+2,093
New +$251K 0.01% 580

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

Summit Financial's VT Position: Q1 2026 in Review

Summit Financial increased its Vanguard Total World Stock ETF (VT) stake by 37% in Q1 2026, buying an estimated $269K and bringing the position to 6,893 shares worth $954K. The position accounts for 0.01% of the portfolio, ranked #791.

Summit Financial first reported a position in VT in Q4 2024 and has held it in 6 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Summit Financial held 6,893 shares of Vanguard Total World Stock ETF worth $954K as of Q1 2026.
  • Summit Financial bought 1,869 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $269K.
  • Vanguard Total World Stock ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #791 holding.
  • Summit Financial first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.