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

Tortoise 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 		$1.48M Sell
9,425
-398
-4% -$60.7K 0.11% 115
2026
Q1 		$1.36M Buy
9,823
+14
+0.1% +$2.01K 0.11% 112
2025
Q4 		$1.38M Sell
9,809
-70
-0.7% -$9.79K 0.12% 109
2025
Q3 		$1.36M Buy
9,879
+140
+1% +$18.6K 0.12% 106
2025
Q2 		$1.25M Buy
9,739
+49
+0.5% +$5.86K 0.12% 107
2025
Q1 		$1.12M Sell
9,690
-1,128
-10% -$135K 0.12% 106
2024
Q4 		$1.27M Sell
10,818
-661
-6% -$79.3K 0.13% 101
2024
Q3 		$1.37M Sell
11,479
-604
-5% -$69.5K 0.14% 100
2024
Q2 		$1.36M Sell
12,083
-1,819
-13% -$201K 0.16% 95
2024
Q1 		$1.54M Sell
13,902
-3,301
-19% -$349K 0.19% 88
2023
Q4 		$1.77M Buy
17,203
+28
+0.2% +$2.69K 0.24% 79
2023
Q3 		$1.6M Sell
17,175
-705
-4% -$68.4K 0.24% 82
2023
Q2 		$1.73M Sell
17,880
-1,595
-8% -$150K 0.26% 78
2023
Q1 		$1.79M Buy
19,475
+174
+0.9% +$15.8K 0.29% 74
2022
Q4 		$1.66M Sell
19,301
-1,808
-9% -$154K 0.29% 77
2022
Q3 		$1.67M Sell
21,109
-1,258
-6% -$111K 0.32% 72
2022
Q2 		$1.91M Sell
22,367
-1,107
-5% -$102K 0.37% 67
2022
Q1 		$2.38M Sell
23,474
-856
-4% -$86.7K 0.44% 52
2021
Q4 		$2.61M Sell
24,330
-742
-3% -$78.8K 0.49% 42
2021
Q3 		$2.55M Sell
25,072
-1,128
-4% -$118K 0.52% 41
2021
Q2 		$2.71M Sell
26,200
-465
-2% -$47.4K 0.56% 40
2021
Q1 		$2.59M Sell
26,665
-385
-1% -$37K 0.57% 37
2020
Q4 		$2.5M Sell
27,050
-830
-3% -$72K 0.57% 39
2020
Q3 		$2.25M Sell
27,880
-5,262
-16% -$422K 0.55% 42
2020
Q2 		$2.48M Sell
33,142
-35
-0.1% -$2.47K 0.64% 42
2020
Q1 		$2.08M Sell
33,177
-3,868
-10% -$292K 0.6% 42
2019
Q4 		$3M Sell
37,045
-9,693
-21% -$754K 0.71% 36
2019
Q3 		$3.5M Sell
46,738
-7,050
-13% -$527K 0.9% 29
2019
Q2 		$4.04M Sell
53,788
-4,785
-8% -$355K 1.02% 25
2019
Q1 		$4.29M Sell
58,573
-3,430
-6% -$243K 1.12% 25
2018
Q4 		$4.06M Buy
62,003
+9,226
+17% +$646K 1.1% 24
2018
Q3 		$4M Buy
52,777
+4,635
+10% +$349K 1.05% 24
2018
Q2 		$3.53M Buy
48,142
+3,625
+8% +$270K 0.97% 23
2018
Q1 		$3.28M Buy
44,517
+8,340
+23% +$632K 0.91% 26
2017
Q4 		$2.69M Buy
36,177
+10,317
+40% +$750K 0.77% 28
2017
Q3 		$1.83M Buy
25,860
+6,130
+31% +$425K 0.56% 34
2017
Q2 		$1.33M Buy
19,730
+7,405
+60% +$495K 0.43% 43
2017
Q1 		$804K Buy
12,325
+2,195
+22% +$140K 0.26% 58
2016
Q4 		$618K Buy
10,130
+320
+3% +$19.3K 0.21% 64
2016
Q3 		$597K Sell
9,810
-3,850
-28% -$232K 0.2% 64
2016
Q2 		$793K Buy
13,660
+2,965
+28% +$172K 0.28% 56
2016
Q1 		$617K Buy
10,695
+6,240
+140% +$340K 0.22% 65
2015
Q4 		$257K Sell
4,455
-400
-8% -$23.5K 0.09% 99
2015
Q3 		$269K Buy
4,855
+1,500
+45% +$89.1K 0.1% 93
2015
Q2 		$206K Hold
3,355
– – 0.08% 107
2015
Q1 		$207K Buy
3,355
+2,325
+226% +$142K 0.08% 103
2014
Q4 		$62K Hold
1,030
– – 0.02% 193
2014
Q3 		$62K Hold
1,030
– – 0.03% 193
2014
Q2 		$64K Hold
1,030
– – 0.03% 190
2014
Q1 		$61K Hold
1,030
– – 0.03% 176
2013
Q4 		$61K Hold
1,030
– – 0.03% 166
2013
Q3 		$57K Hold
1,030
– – 0.03% 144
2013
Q2 		$53K Buy
+1,030
New +$54.7K 0.04% 141

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

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

Tortoise Investment Management reduced its Vanguard Total World Stock ETF (VT) stake by 4.1% in Q2 2026, selling an estimated $60.7K and leaving 9,425 shares worth $1.48M. The position accounts for 0.11% of the portfolio, ranked #115.

Tortoise Investment Management first reported a position in VT in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.29M in Q1 2019. 867 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Tortoise Investment Management held 9,425 shares of Vanguard Total World Stock ETF worth $1.48M as of Q2 2026.
  • Tortoise Investment Management sold 398 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $60.7K.
  • Vanguard Total World Stock ETF made up 0.11% of Tortoise Investment Management's portfolio in Q2 2026, its #115 holding.
  • Tortoise Investment Management first reported a position in Vanguard Total World Stock ETF in Q2 2013 and has held it in 53 quarters since.
  • Tortoise Investment Management's Vanguard Total World Stock ETF position peaked at $4.29M in Q1 2019.
  • 867 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.