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Sowell Financial Services’s Vanguard Total World Stock ETF VT Stock Holding History

Sowell Financial Services’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 		$3.02M Buy
19,262
+175
+0.9% +$26.7K 0.1% 217
2026
Q1 		$2.64M Buy
19,087
+597
+3% +$85.9K 0.1% 221
2025
Q4 		$2.61M Buy
18,490
+457
+3% +$63.9K 0.1% 218
2025
Q3 		$2.48M Buy
18,033
+475
+3% +$63.1K 0.1% 235
2025
Q2 		$2.26M Buy
17,558
+255
+1% +$30.5K 0.09% 227
2025
Q1 		$2.01M Buy
17,303
+1,723
+11% +$206K 0.09% 240
2024
Q4 		$1.83M Buy
15,580
+1,349
+9% +$162K 0.1% 227
2024
Q3 		$1.7M Sell
14,231
-1,232
-8% -$142K 0.08% 263
2024
Q2 		$1.74M Sell
15,463
-388
-2% -$42.8K 0.08% 246
2024
Q1 		$1.75M Buy
15,851
+538
+4% +$56.9K 0.08% 253
2023
Q4 		$1.57M Sell
15,313
-622
-4% -$59.9K 0.09% 259
2023
Q3 		$1.49M Buy
15,935
+1,366
+9% +$133K 0.09% 244
2023
Q2 		$1.41M Buy
14,569
+1,656
+13% +$155K 0.08% 287
2023
Q1 		$1.19M Sell
12,913
-1,256
-9% -$114K 0.09% 266
2022
Q4 		$1.22M Sell
14,169
-821
-5% -$70.1K 0.08% 282
2022
Q3 		$1.18M Buy
+14,990
New +$1.32M 0.12% 215
2022
Q2 		– Sell
-54,996
Closed -$3.35M – 337
2022
Q1 		$3.35M Buy
54,996
+42,062
+325% +$4.26M 0.58% 31
2021
Q4 		$1.39M Sell
12,934
-48
-0.4% -$5.1K 0.08% 268
2021
Q3 		$1.32M Sell
12,982
-294
-2% -$30.8K 0.09% 252
2021
Q2 		$1.38M Sell
13,276
-2,578
-16% -$263K 0.09% 247
2021
Q1 		$1.62M Buy
15,854
+560
+4% +$53.9K 0.06% 284
2020
Q4 		$1.42M Sell
15,294
-539
-3% -$46.8K 0.06% 257
2020
Q3 		$1.28M Sell
15,833
-139
-0.9% -$11.2K 0.06% 249
2020
Q2 		$1.2M Buy
15,972
+128
+0.8% +$9.02K 0.07% 238
2020
Q1 		$995K Sell
15,844
-8,205
-34% -$618K 0.07% 250
2019
Q4 		$1.95M Buy
24,049
+8,926
+59% +$694K 0.15% 145
2019
Q3 		$1.13M Buy
+15,123
New +$1.13M 0.09% 226
2019
Q1 		$1.32M Buy
+18,104
New +$1.28M 0.15% 155

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Sowell Financial Services's VT Position: Q2 2026 in Review

Sowell Financial Services increased its Vanguard Total World Stock ETF (VT) stake by 0.92% in Q2 2026, buying an estimated $26.7K and bringing the position to 19,262 shares worth $3.02M. The position accounts for 0.1% of the portfolio, ranked #217.

Sowell Financial Services first reported a position in VT in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.35M in Q1 2022. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Sowell Financial Services held 19,262 shares of Vanguard Total World Stock ETF worth $3.02M as of Q2 2026.
  • Sowell Financial Services bought 175 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $26.7K.
  • Vanguard Total World Stock ETF made up 0.1% of Sowell Financial Services's portfolio in Q2 2026, its #217 holding.
  • Sowell Financial Services first reported a position in Vanguard Total World Stock ETF in Q1 2019 and has held it in 28 quarters since.
  • Sowell Financial Services's Vanguard Total World Stock ETF position peaked at $3.35M in Q1 2022.
  • 1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.