Smith Salley Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Smith Salley Wealth Management’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 Q3	$416K	Hold	2,637	–	–	0.02%	210
2026 Q2	$414K	Hold	2,637	–	–	0.02%	209
2026 Q1	$365K	Hold	2,637	–	–	0.02%	207
2025 Q4	$372K	Hold	2,637	–	–	0.02%	207
2025 Q3	$363K	Hold	2,637	–	–	0.02%	204
2025 Q2	$339K	Buy	2,637 +100	+4%	+$12K	0.02%	207
2025 Q1	$294K	Hold	2,537	–	–	0.02%	206
2024 Q4	$298K	Hold	2,537	–	–	0.02%	210
2024 Q3	$304K	Buy	+2,537	New	+$292K	0.02%	206
2022 Q4	–	Sell	-2,601	Closed	-$205K	–	229
2022 Q3	$205K	Hold	2,601	–	–	0.02%	205
2022 Q2	$222K	Hold	2,601	–	–	0.02%	210
2022 Q1	$263K	Hold	2,601	–	–	0.02%	210
2021 Q4	$279K	Hold	2,601	–	–	0.02%	216
2021 Q3	$265K	Hold	2,601	–	–	0.02%	220
2021 Q2	$269K	Hold	2,601	–	–	0.02%	222
2021 Q1	$253K	Hold	2,601	–	–	0.02%	216
2020 Q4	$241K	Buy	+2,601	New	+$226K	0.02%	200

Other funds holding VT

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Mass General Brigham Somerville, Massachusetts $456M AUM 27.51% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

Alta Advisers London, United Kingdom $675M AUM 36.05% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Inscription Capital Houston, Texas $906M AUM 27.95% 1-Year Est. Return

Smith Salley Wealth Management's VT Position: Q3 2026 in Review

Smith Salley Wealth Management held its Vanguard Total World Stock ETF (VT) position steady in Q3 2026 at 2,637 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #210.

Smith Salley Wealth Management first reported a position in VT in Q4 2020 and has held it in 17 quarters since. 686 funds tracked by Wall St. Rank hold VT as of Q3 2026.

Smith Salley Wealth Management held 2,637 shares of Vanguard Total World Stock ETF worth $416K as of Q3 2026.
Smith Salley Wealth Management left its Vanguard Total World Stock ETF share count unchanged in Q3 2026.
Vanguard Total World Stock ETF made up 0.02% of Smith Salley Wealth Management's portfolio in Q3 2026, its #210 holding.
Smith Salley Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2020 and has held it in 17 quarters since.
686 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.