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Union Bancaire Privee’s Vanguard Total World Stock ETF VT Stock Holding History

Union Bancaire Privee’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 		$1.9M Sell
16,145
-60
-0.4% -$9.15K 0.02% 253
2026
Q1 		$1.65M Hold
16,205
– – 0.02% 253
2025
Q4 		$1.71M Buy
+16,205
New +$2.27M 0.02% 247
2025
Q1 		– Sell
-10,131
Closed -$1.19M – 567
2024
Q4 		$1.19M Buy
+10,131
New +$1.22M 0.02% 260

Other funds holding VT

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Union Bancaire Privee's VT Position: Q2 2026 in Review

Union Bancaire Privee reduced its Vanguard Total World Stock ETF (VT) stake by 0.37% in Q2 2026, selling an estimated $9.15K and leaving 16,145 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #253.

Union Bancaire Privee first reported a position in VT in Q4 2024 and has held it in 4 quarters since. 631 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Union Bancaire Privee held 16,145 shares of Vanguard Total World Stock ETF worth $1.9M as of Q2 2026.
  • Union Bancaire Privee sold 60 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $9.15K.
  • Vanguard Total World Stock ETF made up 0.02% of Union Bancaire Privee's portfolio in Q2 2026, its #253 holding.
  • Union Bancaire Privee first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 4 quarters since.
  • 631 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.