Wealthspire Advisors (New York)’s Vanguard Total World Stock ETF VT Stock Holding History

Wealthspire Advisors (New York)’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	$22.1M	Buy	160,105 +1,870	+1%	+$269K	0.17%	71
2025 Q4	$22.3M	Sell	158,235 -209,325	-57%	-$29.3M	0.18%	70
2025 Q3	$50.6M	Buy	367,560 +184,120	+100%	+$24.5M	0.26%	48
2025 Q2	$23.6M	Sell	183,440 -233,070	-56%	-$27.9M	0.13%	73
2025 Q1	$48.3M	Buy	416,510 +219,899	+112%	+$26.3M	0.29%	50
2024 Q4	$23.1M	Sell	196,611 -15,044	-7%	-$1.81M	0.23%	61
2024 Q3	$25.3M	Sell	211,655 -16,871	-7%	-$1.94M	0.26%	59
2024 Q2	$25.7M	Sell	228,526 -17,369	-7%	-$1.92M	0.33%	41
2024 Q1	$27.2M	Sell	245,895 -16,980	-6%	-$1.8M	0.36%	41
2023 Q4	$27M	Sell	262,875 -17,830	-6%	-$1.72M	0.38%	39
2023 Q3	$26.2M	Sell	280,705 -9,649	-3%	-$937K	0.43%	37
2023 Q2	$28.2M	Sell	290,354 -23,165	-7%	-$2.17M	0.46%	37
2023 Q1	$28.9M	Sell	313,519 -8,628	-3%	-$781K	0.5%	36
2022 Q4	$27.8M	Buy	322,147 +4,873	+2%	+$416K	0.51%	35
2022 Q3	$25M	Buy	317,274 +10,832	+4%	+$952K	0.52%	37
2022 Q2	$26.2M	Buy	+306,442	New	+$28.3M	0.55%	34
2021 Q4	–	Sell	-324,378	Closed	-$33M	–	631
2021 Q3	$33M	Buy	+324,378	New	+$34M	0.69%	26
2021 Q2	–	Sell	-2,645	Closed	-$257K	–	664
2021 Q1	$257K	Buy	2,645 +106	+4%	+$10.2K	0.01%	604
2020 Q4	$235K	Buy	+2,539	New	+$220K	0.01%	513

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

Wealthspire Advisors (New York)'s VT Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Total World Stock ETF (VT) stake by 1.2% in Q1 2026, buying an estimated $269K and bringing the position to 160,105 shares worth $22.1M. The position accounts for 0.17% of the portfolio, ranked #71.

Wealthspire Advisors (New York) first reported a position in VT in Q4 2020 and has held it in 19 quarters since. The position peaked at $50.6M in Q3 2025. 1,230 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Wealthspire Advisors (New York) held 160,105 shares of Vanguard Total World Stock ETF worth $22.1M as of Q1 2026.
Wealthspire Advisors (New York) bought 1,870 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $269K.
Vanguard Total World Stock ETF made up 0.17% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #71 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 19 quarters since.
Wealthspire Advisors (New York)'s Vanguard Total World Stock ETF position peaked at $50.6M in Q3 2025.
1,230 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.