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Soltis Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Soltis Investment Advisors’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 		$299K Sell
1,905
-2,206
-54% -$337K 0.02% 485
2026
Q1 		$569K Buy
4,111
+1,141
+38% +$164K 0.04% 319
2025
Q4 		$419K Sell
2,970
-63
-2% -$8.81K 0.03% 351
2025
Q3 		$418K Buy
+3,033
New +$403K 0.03% 327

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Soltis Investment Advisors's VT Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 54% in Q2 2026, selling an estimated $337K and leaving 1,905 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #485.

Soltis Investment Advisors first reported a position in VT in Q3 2025 and has held it in 4 quarters since. The position peaked at $569K in Q1 2026. 867 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Soltis Investment Advisors held 1,905 shares of Vanguard Total World Stock ETF worth $299K as of Q2 2026.
  • Soltis Investment Advisors sold 2,206 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $337K.
  • Vanguard Total World Stock ETF made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #485 holding.
  • Soltis Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • Soltis Investment Advisors's Vanguard Total World Stock ETF position peaked at $569K in Q1 2026.
  • 867 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.