Sonoma Private Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Sonoma Private Wealth’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	$1.3M	Buy	8,290 +259	+3%	+$39.5K	1.4%	17
2026 Q1	$1.11M	Buy	8,031 +471	+6%	+$67.7K	1.37%	16
2025 Q4	$1.07M	Hold	7,560	–	–	1.29%	21
2025 Q3	$1.04M	Hold	7,560	–	–	1.24%	20
2025 Q2	$972K	Hold	7,560	–	–	1.19%	20
2025 Q1	$877K	Hold	7,560	–	–	1.22%	23
2024 Q4	$888K	Hold	7,560	–	–	1.43%	20
2024 Q3	$905K	Hold	7,560	–	–	1.41%	21
2024 Q2	$851K	Hold	7,560	–	–	1.38%	20
2024 Q1	$835K	Hold	7,560	–	–	1.34%	21
2023 Q4	$778K	Hold	7,560	–	–	1.29%	22
2023 Q3	$704K	Hold	7,560	–	–	1.28%	23
2023 Q2	$733K	Hold	7,560	–	–	1.28%	23
2023 Q1	$696K	Hold	7,560	–	–	1.38%	25
2022 Q4	$652K	Buy	+7,560	New	+$646K	1.44%	23

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

Sonoma Private Wealth's VT Position: Q2 2026 in Review

Sonoma Private Wealth increased its Vanguard Total World Stock ETF (VT) stake by 3.2% in Q2 2026, buying an estimated $39.5K and bringing the position to 8,290 shares worth $1.3M. The position accounts for 1.4% of the portfolio, ranked #17.

Sonoma Private Wealth first reported a position in VT in Q4 2022 and has held it in 15 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Sonoma Private Wealth held 8,290 shares of Vanguard Total World Stock ETF worth $1.3M as of Q2 2026.
Sonoma Private Wealth bought 259 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $39.5K.
Vanguard Total World Stock ETF made up 1.4% of Sonoma Private Wealth's portfolio in Q2 2026, its #17 holding.
Sonoma Private Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2022 and has held it in 15 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.