Sierra Capital’s Vanguard Total World Stock ETF VT Stock Holding History

Sierra Capital’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	$1.18M	Buy	7,507 +27	+0.4%	+$4.12K	0.11%	119
2026 Q1	$1.03M	Buy	7,480 +18	+0.2%	+$2.59K	0.11%	123
2025 Q4	$1.05M	Buy	7,462 +59	+0.8%	+$8.25K	0.11%	115
2025 Q3	$1.02M	Buy	7,403 +25	+0.3%	+$3.32K	0.11%	128
2025 Q2	$948K	Buy	7,378 +35	+0.5%	+$4.19K	0.11%	129
2025 Q1	$851K	Buy	7,343 +23	+0.3%	+$2.75K	0.1%	131
2024 Q4	$860K	Buy	7,320 +54	+0.7%	+$6.48K	0.1%	127
2024 Q3	$870K	Buy	7,266 +25	+0.3%	+$2.88K	0.1%	128
2024 Q2	$816K	Buy	7,241 +1,837	+34%	+$203K	0.11%	123
2024 Q1	$597K	Buy	5,404 +21	+0.4%	+$2.22K	0.08%	139
2023 Q4	$554K	Buy	5,383 +42	+0.8%	+$4.04K	0.08%	138
2023 Q3	$498K	Buy	5,341 +22	+0.4%	+$2.14K	0.08%	138
2023 Q2	$516K	Buy	+5,319	New	+$499K	0.08%	136
2023 Q1	–	Sell	-108	Closed	-$9K	–	544
2022 Q4	$9K	Buy	108 +24	+29%	+$2.05K	﹤0.01%	364
2022 Q3	$7K	Buy	84 +1	+1%	+$88	﹤0.01%	397
2022 Q2	$7K	Buy	83 +3	+4%	+$277	﹤0.01%	467
2022 Q1	$8K	Buy	80 +57	+248%	+$5.77K	﹤0.01%	500
2021 Q4	$2K	Buy	+23	New	+$2.44K	﹤0.01%	726

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

Sierra Capital's VT Position: Q2 2026 in Review

Sierra Capital increased its Vanguard Total World Stock ETF (VT) stake by 0.36% in Q2 2026, buying an estimated $4.12K and bringing the position to 7,507 shares worth $1.18M. The position accounts for 0.11% of the portfolio, ranked #119.

Sierra Capital first reported a position in VT in Q4 2021 and has held it in 18 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Sierra Capital held 7,507 shares of Vanguard Total World Stock ETF worth $1.18M as of Q2 2026.
Sierra Capital bought 27 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $4.12K.
Vanguard Total World Stock ETF made up 0.11% of Sierra Capital's portfolio in Q2 2026, its #119 holding.
Sierra Capital first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 18 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.