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Triad Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Triad Wealth Partners’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 		$627K Sell
4,534
-2
-0% -$288 0.05% 236
2025
Q4 		$640K Sell
4,536
-11
-0.2% -$1.54K 0.06% 215
2025
Q3 		$627K Buy
4,547
+2,266
+99% +$301K 0.08% 174
2025
Q2 		$293K Buy
+2,281
New +$273K 0.06% 222

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

Triad Wealth Partners's VT Position: Q1 2026 in Review

Triad Wealth Partners reduced its Vanguard Total World Stock ETF (VT) stake by 0.04% in Q1 2026, selling an estimated $288 and leaving 4,534 shares worth $627K. The position accounts for 0.05% of the portfolio, ranked #236.

Triad Wealth Partners first reported a position in VT in Q2 2025 and has held it in 4 quarters since. The position peaked at $640K in Q4 2025. 1,231 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Triad Wealth Partners held 4,534 shares of Vanguard Total World Stock ETF worth $627K as of Q1 2026.
  • Triad Wealth Partners sold 2 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $288.
  • Vanguard Total World Stock ETF made up 0.05% of Triad Wealth Partners's portfolio in Q1 2026, its #236 holding.
  • Triad Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q2 2025 and has held it in 4 quarters since.
  • Triad Wealth Partners's Vanguard Total World Stock ETF position peaked at $640K in Q4 2025.
  • 1,231 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.