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 Q2	$1.2M	Hold	7,665	–	–	0.49%	60
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 $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Westbourne Investments's VT Position: Q2 2026 in Review

Westbourne Investments held its Vanguard Total World Stock ETF (VT) position steady in Q2 2026 at 7,665 shares worth $1.2M. The position accounts for 0.49% of the portfolio, ranked #60.

Westbourne Investments first reported a position in VT in Q4 2024 and has held it in 7 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Westbourne Investments held 7,665 shares of Vanguard Total World Stock ETF worth $1.2M as of Q2 2026.
Westbourne Investments left its Vanguard Total World Stock ETF share count unchanged in Q2 2026.
Vanguard Total World Stock ETF made up 0.49% of Westbourne Investments's portfolio in Q2 2026, its #60 holding.
Westbourne Investments first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.