EPGL
VT icon

Evelyn Partners Group Ltd’s Vanguard Total World Stock ETF VT Stock Holding History

Evelyn Partners Group Ltd’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 		$48M Buy
+363,966
New +$55.5M 0.1% 28

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

Evelyn Partners Group Ltd's VT Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 363,966 shares worth $48M. The stake represents 0.1% of the portfolio and ranks #28 among its holdings.

867 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Evelyn Partners Group Ltd held 363,966 shares of Vanguard Total World Stock ETF worth $48M as of Q2 2026.
  • Vanguard Total World Stock ETF was a new Evelyn Partners Group Ltd position in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.1% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #28 holding.
  • 867 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.