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Sound Income Strategies’s Vanguard Total World Stock ETF VT Stock Holding History

Sound Income Strategies’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 		$438K Buy
2,792
+1,012
+57% +$154K 0.02% 308
2026
Q1 		$249K Buy
1,780
+200
+13% +$28.8K 0.01% 358
2025
Q4 		$229K Buy
1,580
+15
+1% +$2.1K 0.01% 385
2025
Q3 		$217K Buy
1,565
+366
+31% +$48.6K 0.01% 282
2025
Q2 		$154K Buy
1,199
+1,070
+829% +$128K 0.01% 317
2025
Q1 		$15K Hold
129
– – ﹤0.01% 791
2024
Q4 		$15.1K Buy
129
+1
+0.8% +$120 ﹤0.01% 737
2024
Q3 		$15.3K Sell
128
-213
-62% -$24.5K ﹤0.01% 694
2024
Q2 		$38.4K Buy
341
+214
+169% +$23.6K ﹤0.01% 488
2024
Q1 		$14K Buy
127
+1
+0.8% +$106 ﹤0.01% 666
2023
Q4 		$13K Buy
126
+1
+0.8% +$96 ﹤0.01% 676
2023
Q3 		$11.7K Hold
125
– – ﹤0.01% 546
2023
Q2 		$12.1K Buy
125
+1
+0.8% +$94 ﹤0.01% 536
2023
Q1 		$11.4K Buy
124
+1
+0.8% +$91 ﹤0.01% 524
2022
Q4 		$10.6K Buy
123
+1
+0.8% +$85 ﹤0.01% 502
2022
Q3 		$10K Hold
122
– – ﹤0.01% 469
2022
Q2 		$10K Buy
122
+117
+2,340% +$10.8K ﹤0.01% 471
2022
Q1 		$1K Buy
+5
New +$506 ﹤0.01% 850

Other funds holding VT

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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
PCM
Permanent Capital Management Chicago, Illinois $747M AUM 17.94% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Sound Income Strategies's VT Position: Q2 2026 in Review

Sound Income Strategies increased its Vanguard Total World Stock ETF (VT) stake by 57% in Q2 2026, buying an estimated $154K and bringing the position to 2,792 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #308.

Sound Income Strategies first reported a position in VT in Q1 2022 and has held it in 18 quarters since. 1,047 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Sound Income Strategies held 2,792 shares of Vanguard Total World Stock ETF worth $438K as of Q2 2026.
  • Sound Income Strategies bought 1,012 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $154K.
  • Vanguard Total World Stock ETF made up 0.02% of Sound Income Strategies's portfolio in Q2 2026, its #308 holding.
  • Sound Income Strategies first reported a position in Vanguard Total World Stock ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,047 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.