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Dynamic Wealth Strategies’s Vanguard Total World Stock ETF VT Stock Holding History

Dynamic Wealth Strategies’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 		$1.11K Hold
8
– – ﹤0.01% 282
2025
Q4 		$1.13K Buy
+8
New +$1.12K ﹤0.01% 245

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

Dynamic Wealth Strategies's VT Position: Q1 2026 in Review

Dynamic Wealth Strategies held its Vanguard Total World Stock ETF (VT) position steady in Q1 2026 at 8 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Dynamic Wealth Strategies first reported a position in VT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.13K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Dynamic Wealth Strategies held 8 shares of Vanguard Total World Stock ETF worth $1.11K as of Q1 2026.
  • Dynamic Wealth Strategies left its Vanguard Total World Stock ETF share count unchanged in Q1 2026.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #282 holding.
  • Dynamic Wealth Strategies first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • Dynamic Wealth Strategies's Vanguard Total World Stock ETF position peaked at $1.13K in Q4 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.