Westbourne Investments’s Vanguard Total World Stock ETF VT Stock Holding History

Westbourne 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	$1.06M	Buy	7,665 +15	+0.2%	+$2.16K	0.5%	59
2025 Q4	$1.08M	Sell	7,650 -50	-0.6%	-$6.99K	0.5%	57
2025 Q3	$1.08M	Buy	7,700 +280	+4%	+$37.2K	0.52%	55
2025 Q2	$954K	Sell	7,420 -100	-1%	-$12K	0.51%	56
2025 Q1	$872K	Sell	7,520 -25	-0.3%	-$2.99K	0.53%	55
2024 Q4	$886K	Buy	+7,545	New	+$906K	0.52%	51

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

Westbourne Investments's VT Position: Q1 2026 in Review

Westbourne Investments increased its Vanguard Total World Stock ETF (VT) stake by 0.2% in Q1 2026, buying an estimated $2.16K and bringing the position to 7,665 shares worth $1.06M. The position accounts for 0.5% of the portfolio, ranked #59.

Westbourne Investments first reported a position in VT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q3 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Westbourne Investments held 7,665 shares of Vanguard Total World Stock ETF worth $1.06M as of Q1 2026.
Westbourne Investments bought 15 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $2.16K.
Vanguard Total World Stock ETF made up 0.5% of Westbourne Investments's portfolio in Q1 2026, its #59 holding.
Westbourne Investments first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 6 quarters since.
Westbourne Investments's Vanguard Total World Stock ETF position peaked at $1.08M in Q3 2025.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.