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Lesa Sroufe & Co’s Vanguard Total World Stock ETF VT Stock Holding History

Lesa Sroufe & Co’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
-3,854
Closed -$533K – 71
2026
Q1 		$533K Buy
3,854
+103
+3% +$14.8K 0.36% 41
2025
Q4 		$529K Buy
3,751
+29
+0.8% +$4.05K 0.39% 40
2025
Q3 		$513K Buy
3,722
+597
+19% +$79.3K 0.41% 41
2025
Q2 		$402K Buy
+3,125
New +$374K 0.37% 44

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

Lesa Sroufe & Co's VT Position: Q2 2026 in Review

Lesa Sroufe & Co sold out of Vanguard Total World Stock ETF (VT) in Q2 2026, closing a stake of 3,854 shares — an estimated $533K sold.

Lesa Sroufe & Co first reported a position in VT in Q2 2025 and held it in 4 quarters. The position peaked at $533K in Q1 2026. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Lesa Sroufe & Co reported no remaining Vanguard Total World Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Lesa Sroufe & Co sold 3,854 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $533K.
  • Lesa Sroufe & Co first reported a position in Vanguard Total World Stock ETF in Q2 2025 and held it in 4 quarters.
  • Lesa Sroufe & Co's Vanguard Total World Stock ETF position peaked at $533K in Q1 2026.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Lesa Sroufe & Co's 13F filing for Q2 2026, filed 22 Jul 2026.