West Family Investments’s Vanguard Total World Stock ETF VT Stock Holding History

West Family Investments’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	$2.68M	Hold	18,570	–	–	0.94%	16
2025 Q4	$2.73M	Sell	18,570 -718	-4%	-$100K	0.64%	25
2025 Q3	$2.77M	Sell	19,288 -2	-0%	-$266	0.62%	26
2025 Q2	$2.58M	Hold	19,290	–	–	0.67%	22
2025 Q1	$2.33M	Sell	19,290 -776	-4%	-$92.9K	0.88%	18
2024 Q4	$2.36M	Sell	20,066 -786	-4%	-$94.3K	0.82%	21
2024 Q3	$2.59M	Sell	20,852 -9	-0%	-$1.03K	0.88%	16
2024 Q2	$2.44M	Sell	20,861 -4	-0%	-$441	0.73%	32
2024 Q1	$2.39M	Sell	20,865 -10	-0%	-$1.06K	0.74%	33
2023 Q4	$2.23M	Sell	20,875 -371	-2%	-$35.7K	0.75%	31
2023 Q3	$2.05M	Buy	+21,246	New	+$2.06M	0.72%	31
2023 Q2	–	Sell	-21,248	Closed	-$2.03M	–	272
2023 Q1	$2.03M	Hold	21,248	–	–	0.8%	30
2022 Q4	$1.9M	Buy	+21,248	New	+$1.82M	0.65%	30
2022 Q1	–	Sell	-14,423	Closed	-$1.55M	–	352
2021 Q4	$1.55M	Sell	14,423 -723	-5%	-$76.8K	0.42%	42
2021 Q3	$1.54M	Buy	+15,146	New	+$1.59M	0.4%	43

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

West Family Investments's VT Position: Q1 2026 in Review

West Family Investments held its Vanguard Total World Stock ETF (VT) position steady in Q1 2026 at 18,570 shares worth $2.68M. The position accounts for 0.94% of the portfolio, ranked #16.

West Family Investments first reported a position in VT in Q3 2021 and has held it in 15 quarters since. The position peaked at $2.77M in Q3 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

West Family Investments held 18,570 shares of Vanguard Total World Stock ETF worth $2.68M as of Q1 2026.
West Family Investments left its Vanguard Total World Stock ETF share count unchanged in Q1 2026.
Vanguard Total World Stock ETF made up 0.94% of West Family Investments's portfolio in Q1 2026, its #16 holding.
West Family Investments first reported a position in Vanguard Total World Stock ETF in Q3 2021 and has held it in 15 quarters since.
West Family Investments's Vanguard Total World Stock ETF position peaked at $2.77M in Q3 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.