UBS Group
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UBS Group’s Vanguard Total World Stock ETF VT Stock Holding History

UBS Group’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
2018
Q1 		– Sell
-100
Closed -$7K – 8196
2017
Q4 		$7K Hold
100
– – ﹤0.01% 7244
2017
Q3 		$7K Buy
+100
New +$6.93K ﹤0.01% 7087

Other funds holding VT

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cambridge Associates
Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Mass General Brigham
Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return
Permanent Capital Management
Permanent Capital Management Chicago, Illinois $637M AUM 13.34% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
Global Endowment Management
Global Endowment Management Charlotte, North Carolina $1.08B AUM 11.63% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group's VT Position: Q3 2026 in Review

UBS Group reduced its Vanguard Total World Stock ETF (VT) stake by 3.8% in Q3 2026, selling an estimated $29M and leaving 4,650,683 shares worth $734M. The position accounts for 0.1% of the portfolio, ranked #203.

UBS Group first reported a position in VT in Q4 2014 and has held it in 48 quarters since. The position peaked at $759M in Q2 2026. 1,190 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • UBS Group held 4,650,683 shares of Vanguard Total World Stock ETF worth $734M as of Q3 2026.
  • UBS Group sold 182,996 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $29M.
  • Vanguard Total World Stock ETF made up 0.1% of UBS Group's portfolio in Q3 2026, its #203 holding.
  • UBS Group first reported a position in Vanguard Total World Stock ETF in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's Vanguard Total World Stock ETF position peaked at $759M in Q2 2026.
  • 1,190 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.