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Global Wealth Strategies & Associates’s Vanguard Total World Stock ETF VT Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-69
Closed -$9.54K – 465
2026
Q1 		$9.54K Buy
+69
New +$9.92K ﹤0.01% 319

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Global Wealth Strategies & Associates's VT Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Vanguard Total World Stock ETF (VT) in Q2 2026, closing a stake of 69 shares — an estimated $9.54K sold.

Global Wealth Strategies & Associates first reported a position in VT in Q1 2026 and held it in 1 quarter. The position peaked at $9.54K in Q1 2026. 1,314 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Vanguard Total World Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 69 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $9.54K.
  • Global Wealth Strategies & Associates first reported a position in Vanguard Total World Stock ETF in Q1 2026 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Vanguard Total World Stock ETF position peaked at $9.54K in Q1 2026.
  • 1,314 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.