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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
Q3 		$551K Buy
3,469
+677
+24% +$107K 0.02% 276
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

WI
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $162M AUM 1.4% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
PPF
Pacific Park Financial Lagina Hills, California $169M AUM 11.63% 1-Year Est. Return

Sound Income Strategies's VT Position: Q3 2026 in Review

Sound Income Strategies increased its Vanguard Total World Stock ETF (VT) stake by 24% in Q3 2026, buying an estimated $107K and bringing the position to 3,469 shares worth $551K. The position accounts for 0.02% of the portfolio, ranked #276.

Sound Income Strategies first reported a position in VT in Q1 2022 and has held it in 19 quarters since. 151 funds tracked by Wall St. Rank hold VT as of Q3 2026.

  • Sound Income Strategies held 3,469 shares of Vanguard Total World Stock ETF worth $551K as of Q3 2026.
  • Sound Income Strategies bought 677 Vanguard Total World Stock ETF shares in Q3 2026, an estimated $107K.
  • Vanguard Total World Stock ETF made up 0.02% of Sound Income Strategies's portfolio in Q3 2026, its #276 holding.
  • Sound Income Strategies first reported a position in Vanguard Total World Stock ETF in Q1 2022 and has held it in 19 quarters since.
  • 151 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.