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Windsor Advisory Group’s Vanguard Total World Stock ETF VT Stock Holding History

Windsor Advisory Group’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 		$3.57M Buy
25,834
+722
+3% +$104K 2.99% 8
2025
Q4 		$3.54M Buy
25,112
+1,220
+5% +$171K 3.16% 8
2025
Q3 		$3.29M Buy
23,892
+527
+2% +$70K 2.91% 8
2025
Q2 		$3M Sell
23,365
-44,155
-65% -$5.28M 4.26% 4
2025
Q1 		$7.83M Sell
67,520
-25,227
-27% -$3.02M 10.12% 2
2024
Q4 		$10.9M Buy
92,747
+101
+0.1% +$12.1K 12.67% 2
2024
Q3 		$11.1M Buy
92,646
+975
+1% +$112K 12.52% 2
2024
Q2 		$10.3M Buy
91,671
+71,123
+346% +$7.84M 20.7% 1
2024
Q1 		$2.27M Buy
20,548
+2,352
+13% +$249K 6.4% 5
2023
Q4 		$1.87M Buy
18,196
+100
+0.6% +$9.62K 5.57% 5
2023
Q3 		$1.69M Buy
18,096
+963
+6% +$93.5K 4.01% 8
2023
Q2 		$1.66M Buy
17,133
+224
+1% +$21K 4.11% 8
2023
Q1 		$1.56M Buy
16,909
+629
+4% +$57K 3.73% 8
2022
Q4 		$1.4M Buy
+16,280
New +$1.39M 3.72% 7

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Windsor Advisory Group's VT Position: Q1 2026 in Review

Windsor Advisory Group increased its Vanguard Total World Stock ETF (VT) stake by 2.9% in Q1 2026, buying an estimated $104K and bringing the position to 25,834 shares worth $3.57M. The position accounts for 2.99% of the portfolio, ranked #8.

Windsor Advisory Group first reported a position in VT in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.1M in Q3 2024. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Windsor Advisory Group held 25,834 shares of Vanguard Total World Stock ETF worth $3.57M as of Q1 2026.
  • Windsor Advisory Group bought 722 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $104K.
  • Vanguard Total World Stock ETF made up 2.99% of Windsor Advisory Group's portfolio in Q1 2026, its #8 holding.
  • Windsor Advisory Group first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 14 quarters since.
  • Windsor Advisory Group's Vanguard Total World Stock ETF position peaked at $11.1M in Q3 2024.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.