Towneley Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

Towneley Capital 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 Q1	$1.41M	Buy	+10,159	New	+$1.46M	0.29%	20
2025 Q1	–	Sell	-10,183	Closed	-$1.2M	–	50
2024 Q4	$1.2M	Sell	10,183 -172	-2%	-$20.6K	0.28%	21
2024 Q3	$1.24M	Buy	10,355 +1	+0%	+$115	0.28%	20
2024 Q2	$1.17M	Hold	10,354	–	–	0.27%	23
2024 Q1	$1.14M	Hold	10,354	–	–	0.28%	26
2023 Q4	$1.07M	Buy	+10,354	New	+$996K	0.27%	27

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Towneley Capital Management's VT Position: Q1 2026 in Review

Towneley Capital Management opened a new position in Vanguard Total World Stock ETF (VT) in Q1 2026: 10,159 shares worth $1.41M. The stake represents 0.29% of the portfolio and ranks #20 among its holdings. This is a return to the name: Towneley Capital Management previously reported a position in VT as recently as Q4 2024.

Towneley Capital Management first reported a position in VT in Q4 2023 and has held it in 6 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Towneley Capital Management held 10,159 shares of Vanguard Total World Stock ETF worth $1.41M as of Q1 2026.
Vanguard Total World Stock ETF was a new Towneley Capital Management position in Q1 2026.
Vanguard Total World Stock ETF made up 0.29% of Towneley Capital Management's portfolio in Q1 2026, its #20 holding.
Towneley Capital Management first reported a position in Vanguard Total World Stock ETF in Q4 2023 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 Towneley Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.