Vanguard Personalized Indexing Management’s Vanguard Total World Stock ETF VT Stock Holding History

Vanguard Personalized Indexing 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	$226K	Sell	1,633 -4,813	-75%	-$692K	﹤0.01%	1755
2025 Q4	$909K	Sell	6,446 -221	-3%	-$30.9K	0.01%	963
2025 Q3	$919K	Buy	6,667 +420	+7%	+$55.8K	0.01%	948
2025 Q2	$803K	Sell	6,247 -23,627	-79%	-$2.83M	0.01%	979
2025 Q1	$3.46M	Sell	29,874 -13,578	-31%	-$1.62M	0.05%	327
2024 Q4	$5.1M	Sell	43,452 -2,424	-5%	-$291K	0.08%	217
2024 Q3	$5.49M	Buy	45,876 +43,875	+2,193%	+$5.05M	0.09%	196
2024 Q2	$225K	Hold	2,001	–	–	﹤0.01%	1405
2024 Q1	$221K	Buy	+2,001	New	+$212K	﹤0.01%	1404

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

Vanguard Personalized Indexing Management's VT Position: Q1 2026 in Review

Vanguard Personalized Indexing Management reduced its Vanguard Total World Stock ETF (VT) stake by 75% in Q1 2026, selling an estimated $692K and leaving 1,633 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

Vanguard Personalized Indexing Management first reported a position in VT in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.49M in Q3 2024. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Vanguard Personalized Indexing Management held 1,633 shares of Vanguard Total World Stock ETF worth $226K as of Q1 2026.
Vanguard Personalized Indexing Management sold 4,813 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $692K.
Vanguard Total World Stock ETF made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #1755 holding.
Vanguard Personalized Indexing Management first reported a position in Vanguard Total World Stock ETF in Q1 2024 and has held it in 9 quarters since.
Vanguard Personalized Indexing Management's Vanguard Total World Stock ETF position peaked at $5.49M in Q3 2024.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.