Sovran Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Sovran 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	$8.09M	Buy	52,434 +1,054	+2%	+$161K	0.6%	29
2026 Q1	$7.77M	Buy	51,380 +3,229	+7%	+$464K	0.61%	37
2025 Q4	$6.98M	Buy	48,151 +4,171	+9%	+$583K	0.59%	44
2025 Q3	$6.17M	Buy	43,980 +4,157	+10%	+$552K	0.55%	47
2025 Q2	$5.13M	Buy	39,823 +26,729	+204%	+$3.2M	0.54%	43
2025 Q1	$1.46M	Buy	13,094 +9,077	+226%	+$1.09M	0.19%	128
2024 Q4	$468K	Buy	+4,017	New	+$482K	0.07%	271

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

Sovran Advisors's VT Position: Q2 2026 in Review

Sovran Advisors increased its Vanguard Total World Stock ETF (VT) stake by 2.1% in Q2 2026, buying an estimated $161K and bringing the position to 52,434 shares worth $8.09M. The position accounts for 0.6% of the portfolio, ranked #29.

Sovran Advisors first reported a position in VT in Q4 2024 and has held it in 7 quarters since. 1,314 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Sovran Advisors held 52,434 shares of Vanguard Total World Stock ETF worth $8.09M as of Q2 2026.
Sovran Advisors bought 1,054 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $161K.
Vanguard Total World Stock ETF made up 0.6% of Sovran Advisors's portfolio in Q2 2026, its #29 holding.
Sovran Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2024 and has held it in 7 quarters since.
1,314 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.