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

Tandem 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 		$214K Sell
1,550
-627
-29% -$90.2K 0.07% 95
2025
Q4 		$256K Buy
2,177
+602
+38% +$84.1K 0.31% 43
2025
Q3 		$217K Hold
1,575
– – 0.08% 85
2025
Q2 		$202K Buy
+1,575
New +$188K 0.19% 49
2025
Q1 		– Sell
-2,177
Closed -$256K – 76
2024
Q4 		$256K Buy
+2,177
New +$261K 0.27% 47

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 $424B AUM 22.96% 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

Tandem Financial's VT Position: Q1 2026 in Review

Tandem Financial reduced its Vanguard Total World Stock ETF (VT) stake by 29% in Q1 2026, selling an estimated $90.2K and leaving 1,550 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #95.

Tandem Financial first reported a position in VT in Q4 2024 and has held it in 5 quarters since. The position peaked at $256K in Q4 2025. 1,232 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Tandem Financial held 1,550 shares of Vanguard Total World Stock ETF worth $214K as of Q1 2026.
  • Tandem Financial sold 627 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $90.2K.
  • Vanguard Total World Stock ETF made up 0.07% of Tandem Financial's portfolio in Q1 2026, its #95 holding.
  • Tandem Financial first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 5 quarters since.
  • Tandem Financial's Vanguard Total World Stock ETF position peaked at $256K in Q4 2025.
  • 1,232 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.